+115.0%
FCX vs VEEV
-14.9%
+129.9%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +0.1% | -6.7% | -6.6% |
| 7D | -1.9% | -8.2% | +6.4% | 0.0% |
| 30D | +3.4% | +10.3% | -6.9% | +0.6% |
| 3M | +15.0% | +59.4% | -44.4% | +1.4% |
| 6M | +14.6% | +37.6% | -22.9% | +4.6% |
| YTD | +41.2% | +16.9% | +24.3% | +34.1% |
| 1Y | +60.4% | -5.0% | +65.3% | +62.1% |
| 3Y | +88.4% | +18.5% | +70.0% | +71.2% |
| 5Y | +115.0% | -13.8% | +128.9% | +109.4% |
| All | +115.0% | -14.9% | +129.9% | +109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 5y: compounded portfolio wealth divided by compounded VEEV 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…
5y analysis · Full analysis span regression · 6 months rolling