+156.1%
PHYS vs VOO
+800.4%
-644.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -4.6% | +2.6% | -7.2% | -4.8% |
| 30D | -5.4% | -2.0% | -3.4% | -5.2% |
| 3M | -11.2% | -2.8% | -8.4% | -11.0% |
| 6M | -17.5% | +2.2% | -19.7% | -17.6% |
| YTD | -11.3% | +11.5% | -22.8% | -11.8% |
| 1Y | -7.6% | +13.5% | -21.1% | -8.2% |
| 3Y | +92.0% | +78.1% | +13.9% | +86.8% |
| 5Y | +99.5% | +73.1% | +26.3% | +93.4% |
| 10Y | +189.5% | +310.7% | -121.2% | +180.9% |
| All | +156.1% | +800.4% | -644.3% | +132.2% |
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