+94.5%
AEHR vs VMC
+17.8%
+76.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -2.1% |
| 7D | +23.0% | -3.7% | +26.7% | +26.8% |
| 30D | -19.9% | -12.8% | -7.2% | -10.1% |
| 3M | +0.5% | -7.9% | +8.4% | +3.8% |
| 6M | +123.6% | -7.5% | +131.1% | +133.2% |
| YTD | +364.6% | -11.6% | +376.3% | +398.2% |
| 1Y | +255.3% | -14.3% | +269.6% | +293.7% |
| All | +94.5% | +17.8% | +76.8% | +61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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