+94.5%
AEHR vs VO
+54.6%
+39.9%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | +0.9% |
| 7D | +23.0% | -2.5% | +25.5% | +32.1% |
| 30D | -19.9% | -3.2% | -16.7% | -11.6% |
| 3M | +0.5% | +3.9% | -3.4% | -7.8% |
| 6M | +123.6% | +9.6% | +113.9% | +87.5% |
| YTD | +364.6% | +11.6% | +353.1% | +282.8% |
| 1Y | +255.3% | +12.6% | +242.7% | +193.7% |
| All | +94.5% | +54.6% | +39.9% | -20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling