+228.1%
AEHR vs VIG
+16.9%
+211.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.5% | +13.6% | +15.6% |
| 7D | +6.7% | -0.4% | +7.2% | +8.8% |
| 30D | -12.7% | -1.0% | -11.7% | -9.3% |
| 3M | -26.0% | +2.8% | -28.8% | -37.2% |
| 6M | +102.2% | +8.2% | +94.0% | +29.8% |
| YTD | +327.2% | +11.0% | +316.2% | +149.9% |
| 1Y | +228.1% | +16.1% | +212.0% | +76.0% |
| All | +228.1% | +16.9% | +211.3% | +76.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling