+373.2%
JLL vs VOO
+817.1%
-443.9%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | -4.1% | +0.1% | -4.2% | -4.2% |
| 30D | -2.9% | +0.1% | -3.0% | -2.9% |
| 3M | +21.2% | +2.0% | +19.2% | +17.7% |
| 6M | +16.5% | +13.0% | +3.5% | -1.2% |
| YTD | +7.7% | +13.6% | -5.9% | -9.0% |
| 1Y | +17.8% | +20.1% | -2.3% | -7.6% |
| 3Y | +106.2% | +77.6% | +28.6% | -2.2% |
| 5Y | +48.5% | +82.4% | -33.9% | -30.9% |
| 10Y | +209.4% | +316.8% | -107.4% | -54.4% |
| All | +373.2% | +817.1% | -443.9% | -79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling