+101.1%
AEHR vs VLTO
+26.2%
+75.0%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.8% | +6.1% | +5.5% |
| 7D | +18.5% | -1.6% | +20.1% | +19.0% |
| 30D | -11.9% | -2.9% | -9.1% | -11.3% |
| 3M | -5.0% | +12.7% | -17.7% | -13.8% |
| 6M | +155.0% | +1.6% | +153.4% | +147.8% |
| YTD | +349.7% | -4.0% | +353.7% | +355.7% |
| 1Y | +260.4% | -10.2% | +270.6% | +280.4% |
| All | +101.1% | +26.2% | +75.0% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling