+3,374.4%
AEHR vs VNQ
+382.8%
+2,991.7%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -1.0% | -1.4% |
| 7D | +23.0% | -2.6% | +25.6% | +24.4% |
| 30D | -19.9% | -2.3% | -17.6% | -19.2% |
| 3M | +0.5% | -2.8% | +3.3% | +0.8% |
| 6M | +123.6% | +2.5% | +121.1% | +119.9% |
| YTD | +364.6% | +8.4% | +356.2% | +345.5% |
| 1Y | +255.3% | +6.8% | +248.6% | +243.8% |
| 3Y | +89.7% | +29.9% | +59.8% | +71.2% |
| 5Y | +827.9% | +7.2% | +820.7% | +824.5% |
| 10Y | +3,682.7% | +62.5% | +3,620.1% | +3,102.3% |
| All | +3,374.4% | +382.8% | +2,991.7% | +1,480.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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