+156.0%
PHYS vs VOO
+803.9%
-647.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.7% |
| 7D | -5.3% | +3.3% | -8.6% | -5.6% |
| 30D | -6.8% | -2.7% | -4.1% | -6.6% |
| 3M | -12.6% | -1.7% | -10.8% | -12.5% |
| 6M | -18.0% | +3.1% | -21.1% | -18.1% |
| YTD | -11.3% | +11.9% | -23.2% | -11.9% |
| 1Y | -8.4% | +12.1% | -20.5% | -9.0% |
| 3Y | +93.5% | +78.6% | +14.9% | +88.1% |
| 5Y | +99.4% | +73.8% | +25.6% | +93.3% |
| 10Y | +189.4% | +312.3% | -122.9% | +180.7% |
| All | +156.0% | +803.9% | -647.8% | +132.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling