+827.9%
AEHR vs VIG
+61.5%
+766.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.4% | -0.6% |
| 7D | +23.0% | -2.2% | +25.2% | +30.4% |
| 30D | -19.9% | -3.2% | -16.7% | -13.1% |
| 3M | +0.5% | +3.0% | -2.5% | -7.7% |
| 6M | +123.6% | +8.1% | +115.4% | +88.5% |
| YTD | +364.6% | +9.1% | +355.6% | +291.0% |
| 1Y | +255.3% | +12.6% | +242.8% | +181.7% |
| 3Y | +89.7% | +55.4% | +34.3% | -28.2% |
| 5Y | +827.9% | +62.8% | +765.1% | +297.0% |
| All | +827.9% | +61.5% | +766.4% | +297.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling