+243.9%
PHYS price history and return analytics
+454.7%
-210.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.8% |
| 7D | +0.6% | +1.0% | -0.4% | +0.5% |
| 30D | +0.3% | -0.2% | +0.6% | +0.4% |
| 3M | +1.2% | +4.5% | -3.3% | +0.8% |
| 6M | -15.9% | +14.1% | -29.9% | -16.9% |
| YTD | -0.1% | +14.8% | -14.9% | -1.4% |
| 1Y | +17.9% | +21.2% | -3.3% | +15.9% |
| 3Y | +120.3% | +76.6% | +43.7% | +110.4% |
| 5Y | +133.9% | +66.6% | +67.3% | +123.1% |
| 10Y | +198.2% | +222.3% | -24.1% | +177.4% |
| All | +243.9% | +454.7% | -210.8% | +214.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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