+324.9%
JLL price history and return analytics
+223.7%
+101.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | -0.8% |
| 7D | +0.2% | +0.4% | -0.2% | -0.3% |
| 30D | +26.7% | -2.6% | +29.3% | +31.0% |
| 3M | +4.9% | -3.2% | +8.1% | +9.3% |
| 6M | +15.2% | +0.9% | +14.3% | +13.1% |
| YTD | +13.0% | +11.3% | +1.6% | -2.7% |
| 1Y | +26.9% | +14.0% | +12.9% | +5.9% |
| 3Y | +174.7% | +75.8% | +98.9% | +31.5% |
| 5Y | +40.7% | +57.8% | -17.1% | -20.8% |
| 10Y | +324.9% | +219.8% | +105.1% | +2.8% |
| All | +324.9% | +223.7% | +101.2% | +2.8% |
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