+102.7%
FCX vs VOO
+79.1%
+23.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.6% | +5.9% | +6.3% |
| 7D | +5.7% | +0.5% | +5.2% | +4.7% |
| 30D | +10.1% | -0.9% | +11.0% | +11.7% |
| 3M | +20.2% | +3.9% | +16.3% | +13.2% |
| 6M | +29.7% | +14.5% | +15.1% | +5.8% |
| YTD | +51.9% | +13.0% | +39.0% | +26.9% |
| 1Y | +66.0% | +19.4% | +46.5% | +28.3% |
| 3Y | +102.7% | +78.9% | +23.9% | -12.9% |
| All | +102.7% | +79.1% | +23.6% | -12.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling