+612.2%
FCX vs VOO
+325.3%
+286.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -1.5% |
| 7D | -2.3% | -0.8% | -1.5% | -1.1% |
| 30D | +2.7% | -1.1% | +3.7% | +4.4% |
| 3M | +7.4% | +3.9% | +3.5% | +1.5% |
| 6M | +16.0% | +13.6% | +2.4% | -3.4% |
| YTD | +40.9% | +12.7% | +28.2% | +19.1% |
| 1Y | +56.4% | +17.6% | +38.9% | +24.6% |
| 3Y | +84.2% | +77.3% | +6.9% | -21.2% |
| 5Y | +114.6% | +84.1% | +30.5% | -12.2% |
| All | +612.2% | +325.3% | +286.9% | -30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling