+724.1%
FCX vs VXUS
+146.7%
+577.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | +0.9% |
| 7D | +3.1% | +0.3% | +2.8% | +2.4% |
| 30D | +8.1% | +0.7% | +7.4% | +6.9% |
| 3M | +18.9% | +4.8% | +14.2% | +9.9% |
| 6M | +26.6% | +11.3% | +15.3% | +5.4% |
| YTD | +51.2% | +16.5% | +34.7% | +16.0% |
| 1Y | +75.6% | +24.3% | +51.3% | +20.3% |
| 3Y | +101.7% | +74.5% | +27.2% | -24.2% |
| 5Y | +134.6% | +54.3% | +80.3% | +16.1% |
| 10Y | +724.1% | +150.1% | +574.0% | +99.1% |
| All | +724.1% | +146.7% | +577.5% | +99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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