+1,449.3%
AEHR vs VIG
+617.8%
+831.5%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.8% | +6.0% | +6.2% |
| 7D | +18.5% | -0.4% | +18.9% | +18.9% |
| 30D | -11.9% | -2.1% | -9.8% | -10.0% |
| 3M | -5.0% | +3.3% | -8.4% | -8.5% |
| 6M | +155.0% | +9.3% | +145.7% | +135.7% |
| YTD | +349.7% | +10.1% | +339.5% | +316.0% |
| 1Y | +260.4% | +14.7% | +245.7% | +222.2% |
| 3Y | +83.6% | +56.9% | +26.7% | +23.7% |
| 5Y | +917.8% | +62.9% | +854.9% | +608.7% |
| 10Y | +3,517.1% | +241.3% | +3,275.8% | +1,202.8% |
| All | +1,449.3% | +617.8% | +831.5% | +138.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling