+3,912.3%
AEHR vs ITOT
+303.4%
+3,608.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | -0.5% |
| 7D | +9.8% | -0.9% | +10.7% | +11.4% |
| 30D | -26.7% | -1.5% | -25.3% | -25.0% |
| 3M | -8.1% | +3.6% | -11.7% | -11.2% |
| 6M | +123.1% | +13.7% | +109.4% | +93.7% |
| YTD | +369.0% | +12.9% | +356.1% | +320.0% |
| 1Y | +256.4% | +17.2% | +239.2% | +208.0% |
| 3Y | +96.4% | +75.6% | +20.7% | +3.2% |
| 5Y | +836.6% | +75.5% | +761.1% | +438.2% |
| All | +3,912.3% | +303.4% | +3,608.8% | +1,000.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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