+302.1%
JLL price history and return analytics
+224.4%
+77.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -2.1% |
| 7D | -4.7% | -0.7% | -4.0% | -3.9% |
| 30D | +24.8% | -1.7% | +26.6% | +27.5% |
| 3M | +2.4% | -2.3% | +4.7% | +5.4% |
| 6M | +15.3% | +1.5% | +13.7% | +12.3% |
| YTD | +10.6% | +12.0% | -1.4% | -5.5% |
| 1Y | +20.6% | +12.9% | +7.7% | +2.1% |
| 3Y | +165.4% | +74.9% | +90.4% | +27.8% |
| 5Y | +39.5% | +59.9% | -20.5% | -22.8% |
| 10Y | +302.1% | +224.6% | +77.5% | -7.8% |
| All | +302.1% | +224.4% | +77.8% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling