+712.1%
AEHR vs VMC
+47.0%
+665.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | +0.1% | 0.0% |
| 7D | +9.8% | -3.8% | +13.5% | +13.9% |
| 30D | -26.7% | -9.7% | -17.0% | -18.5% |
| 3M | -8.1% | -9.6% | +1.5% | -1.9% |
| 6M | +123.1% | -4.8% | +127.9% | +128.5% |
| YTD | +369.0% | -10.9% | +379.9% | +410.2% |
| 1Y | +256.4% | -15.6% | +272.0% | +314.1% |
| 3Y | +96.4% | +19.3% | +77.1% | +45.6% |
| All | +712.1% | +47.0% | +665.1% | +448.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling