+32.5%
AEHR vs VLTO
+56.1%
-23.6%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.8% | +10.8% | +11.5% |
| 7D | +16.2% | +2.0% | +14.2% | +15.8% |
| 30D | -29.3% | +21.8% | -51.1% | -32.7% |
| 3M | -42.0% | +20.2% | -62.2% | -44.7% |
| 6M | -38.5% | +36.3% | -74.8% | -46.6% |
| YTD | +196.2% | +18.8% | +177.4% | +184.1% |
| 1Y | +144.3% | +20.4% | +123.9% | +131.6% |
| 3Y | +158.0% | +71.9% | +86.1% | +98.8% |
| All | +32.5% | +56.1% | -23.6% | -1.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling