+3,912.3%
AEHR vs VO
+200.3%
+3,712.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.2% | -0.3% |
| 7D | +9.8% | -1.5% | +11.3% | +12.4% |
| 30D | -26.7% | -3.0% | -23.7% | -22.9% |
| 3M | -8.1% | +2.8% | -10.9% | -10.9% |
| 6M | +123.1% | +10.9% | +112.1% | +100.2% |
| YTD | +369.0% | +12.5% | +356.5% | +319.4% |
| 1Y | +256.4% | +12.0% | +244.4% | +226.7% |
| 3Y | +96.4% | +56.3% | +40.1% | +20.4% |
| 5Y | +836.6% | +42.9% | +793.7% | +605.8% |
| All | +3,912.3% | +200.3% | +3,712.0% | +1,520.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling