+862.5%
AEHR vs VO
+825.6%
+36.9%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | 0.0% | -6.7% | -6.7% |
| 7D | +6.4% | +3.1% | +3.3% | +3.3% |
| 30D | -20.3% | +2.2% | -22.5% | -21.2% |
| 3M | -53.8% | -2.5% | -51.3% | -51.8% |
| 6M | -44.8% | +7.0% | -51.8% | -47.0% |
| YTD | +182.2% | +14.0% | +168.2% | +162.4% |
| 1Y | +174.7% | +15.6% | +159.1% | +152.7% |
| 3Y | +143.5% | +66.2% | +77.3% | +67.8% |
| 5Y | +129.9% | +36.6% | +93.2% | +106.4% |
| 10Y | +1,786.8% | +199.0% | +1,587.8% | +836.3% |
| All | +862.5% | +825.6% | +36.9% | +104.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling