+827.9%
AEHR vs VCLT
-17.3%
+845.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.7% | -0.1% |
| 7D | +23.0% | -1.3% | +24.3% | +25.4% |
| 30D | -19.9% | -1.1% | -18.8% | -19.0% |
| 3M | +0.5% | -3.7% | +4.2% | +6.3% |
| 6M | +123.6% | -4.0% | +127.6% | +140.8% |
| YTD | +364.6% | -3.4% | +368.0% | +395.3% |
| 1Y | +255.3% | -4.1% | +259.5% | +282.9% |
| 3Y | +89.7% | +11.0% | +78.7% | +72.3% |
| 5Y | +827.9% | -17.0% | +844.9% | +904.2% |
| All | +827.9% | -17.3% | +845.2% | +904.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 5y: compounded portfolio wealth divided by compounded VCLT 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…
5y analysis · Full analysis span regression · 6 months rolling