+127.0%
AEHR vs VO
+36.2%
+90.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | 0.0% | -6.7% | -6.7% |
| 7D | +6.4% | +3.1% | +3.3% | -1.1% |
| 30D | -20.3% | +2.2% | -22.5% | -23.1% |
| 3M | -53.8% | -2.5% | -51.3% | -49.4% |
| 6M | -44.8% | +7.0% | -51.8% | -50.7% |
| YTD | +182.2% | +14.0% | +168.2% | +130.1% |
| 1Y | +174.7% | +15.6% | +159.1% | +118.0% |
| 3Y | +143.5% | +66.2% | +77.3% | -10.5% |
| All | +127.0% | +36.2% | +90.8% | +71.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling