+384.2%
JLL vs VOO
+777.9%
-393.6%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.6% |
| 7D | +3.1% | -2.7% | +5.8% | +6.7% |
| 30D | +25.0% | -5.4% | +30.4% | +33.9% |
| 3M | +2.0% | -4.1% | +6.0% | +7.4% |
| 6M | +13.9% | +0.7% | +13.2% | +12.1% |
| YTD | +10.2% | +8.7% | +1.5% | -1.6% |
| 1Y | +28.7% | +11.0% | +17.8% | +11.9% |
| 3Y | +150.5% | +75.5% | +75.0% | +20.0% |
| 5Y | +38.6% | +68.4% | -29.8% | -28.6% |
| 10Y | +316.9% | +315.7% | +1.2% | -39.2% |
| All | +384.2% | +777.9% | -393.6% | -77.5% |
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