+284.8%
JLL price history and return analytics
+221.8%
+63.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.7% |
| 7D | -1.1% | +2.4% | -3.4% | -4.0% |
| 30D | +24.2% | -1.5% | +25.7% | +26.5% |
| 3M | -0.7% | -4.1% | +3.4% | +4.7% |
| 6M | +18.1% | +0.6% | +17.5% | +16.5% |
| YTD | +9.0% | +11.0% | -2.0% | -5.8% |
| 1Y | +21.5% | +13.3% | +8.2% | +2.2% |
| 3Y | +160.7% | +73.4% | +87.3% | +27.0% |
| 5Y | +38.7% | +57.4% | -18.7% | -21.7% |
| All | +284.8% | +221.8% | +63.0% | -10.9% |
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