+60.3%
FCX vs VNQ
+14.0%
+46.3%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.2% | -1.8% | +0.1% |
| 7D | -6.0% | +6.8% | -12.8% | -8.4% |
| 30D | -13.6% | +10.0% | -23.5% | -17.0% |
| 3M | -6.8% | 0.0% | -6.7% | -6.7% |
| 6M | +13.2% | +4.5% | +8.7% | +9.4% |
| YTD | +24.4% | +13.9% | +10.5% | +10.2% |
| 1Y | +60.3% | +14.1% | +46.2% | +41.8% |
| All | +60.3% | +14.0% | +46.3% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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