+3,753.2%
AEHR vs OVV
+55.1%
+3,698.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.4% | +4.8% | +5.2% |
| 7D | +19.1% | -3.8% | +22.9% | +20.0% |
| 30D | -10.0% | +1.3% | -11.3% | -10.3% |
| 3M | +1.3% | +14.3% | -13.0% | -2.1% |
| 6M | +133.8% | +21.1% | +112.6% | +120.9% |
| YTD | +373.3% | +66.0% | +307.3% | +317.8% |
| 1Y | +256.2% | +59.3% | +196.9% | +216.8% |
| 3Y | +93.2% | +47.6% | +45.7% | +73.1% |
| 5Y | +793.1% | +162.0% | +631.1% | +635.7% |
| 10Y | +3,753.2% | +56.5% | +3,696.7% | +2,808.9% |
| All | +3,753.2% | +55.1% | +3,698.1% | +2,808.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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