+132.2%
AEHR vs VLTO
+69.5%
+62.7%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.5% | +8.5% | +8.9% |
| 7D | -2.4% | +5.4% | -7.8% | -3.2% |
| 30D | -40.1% | +22.3% | -62.4% | -42.9% |
| 3M | -46.3% | +19.6% | -65.9% | -48.6% |
| 6M | -44.6% | +35.2% | -79.8% | -51.9% |
| YTD | +165.3% | +17.9% | +147.5% | +156.7% |
| 1Y | +126.1% | +19.5% | +106.6% | +115.9% |
| 3Y | +132.2% | +73.9% | +58.3% | +79.1% |
| All | +132.2% | +69.5% | +62.7% | +79.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling