+396.3%
JLL vs VOO
+798.5%
-402.1%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.3% | +0.2% | -0.5% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | +26.7% | -3.3% | +30.1% | +32.1% |
| 3M | +4.9% | -2.4% | +7.3% | +8.0% |
| 6M | +15.2% | +2.6% | +12.6% | +10.7% |
| YTD | +13.0% | +11.3% | +1.7% | -2.2% |
| 1Y | +26.9% | +13.4% | +13.4% | +7.2% |
| 3Y | +174.7% | +80.3% | +94.4% | +27.1% |
| 5Y | +40.7% | +72.7% | -32.0% | -29.8% |
| 10Y | +324.9% | +310.0% | +14.8% | -36.4% |
| All | +396.3% | +798.5% | -402.1% | -77.6% |
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