+193.7%
PHYS vs VOO
+817.1%
-623.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.8% |
| 7D | -0.6% | +0.1% | -0.7% | -0.6% |
| 30D | +4.6% | +0.1% | +4.5% | +4.6% |
| 3M | -0.6% | +2.0% | -2.6% | -0.8% |
| 6M | -14.2% | +13.0% | -27.3% | -14.8% |
| YTD | +1.8% | +13.6% | -11.8% | +1.0% |
| 1Y | +23.2% | +20.1% | +3.1% | +22.0% |
| 3Y | +121.6% | +77.6% | +44.1% | +115.5% |
| 5Y | +132.5% | +82.4% | +50.1% | +125.0% |
| 10Y | +205.7% | +316.8% | -111.1% | +196.2% |
| All | +193.7% | +817.1% | -623.4% | +166.0% |
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