+55.2%
FCX vs VG
+48.6%
+6.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.6% |
| 7D | -4.9% | -22.0% | +17.2% | -7.4% |
| 30D | -17.1% | -11.6% | -5.5% | -18.0% |
| 3M | -12.7% | -14.9% | +2.2% | -13.8% |
| 6M | -2.0% | -3.5% | +1.6% | -0.9% |
| YTD | +18.1% | +70.0% | -51.9% | +14.4% |
| 1Y | +55.2% | +50.0% | +5.2% | +52.8% |
| All | +55.2% | +48.6% | +6.5% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling