+96.4%
AEHR vs VICR
+209.3%
-112.9%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +11.2% | -10.2% | -5.5% |
| 7D | +9.8% | +5.0% | +4.8% | +6.0% |
| 30D | -26.7% | -12.5% | -14.3% | -20.4% |
| 3M | -8.1% | -33.6% | +25.5% | +16.6% |
| 6M | +123.1% | +10.7% | +112.4% | +118.7% |
| YTD | +369.0% | +80.6% | +288.4% | +281.4% |
| 1Y | +256.4% | +288.4% | -32.0% | +103.1% |
| 3Y | +96.4% | +213.8% | -117.4% | +12.1% |
| All | +96.4% | +209.3% | -112.9% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 3y: compounded portfolio wealth divided by compounded VICR 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…
3y analysis · Full analysis span regression · 6 months rolling