+541.2%
JLL price history and return analytics
+346.0%
+195.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.5% |
| 7D | +3.1% | -2.3% | +5.4% | +6.3% |
| 30D | +25.0% | -5.0% | +29.9% | +33.6% |
| 3M | +2.0% | -4.9% | +6.8% | +8.9% |
| 6M | +13.9% | -1.5% | +15.5% | +15.5% |
| YTD | +10.2% | +8.5% | +1.7% | -2.2% |
| 1Y | +28.7% | +11.4% | +17.3% | +10.2% |
| 3Y | +150.5% | +70.1% | +80.4% | +22.3% |
| 5Y | +38.6% | +53.7% | -15.2% | -20.3% |
| 10Y | +316.9% | +220.0% | +97.0% | -10.2% |
| All | +541.2% | +346.0% | +195.2% | 0.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling