+97.6%
FCX vs VGT
+123.6%
-26.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | +3.1% | +1.5% | +1.6% | +1.6% |
| 30D | +8.1% | +0.5% | +7.6% | +7.3% |
| 3M | +18.9% | +5.3% | +13.7% | +13.1% |
| 6M | +26.6% | +32.4% | -5.8% | -2.1% |
| YTD | +51.2% | +28.6% | +22.6% | +20.0% |
| 1Y | +75.6% | +37.6% | +37.9% | +31.7% |
| All | +97.6% | +123.6% | -26.0% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 3y: compounded portfolio wealth divided by compounded VGT 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…
3y analysis · Full analysis span regression · 6 months rolling