+3,912.3%
AEHR vs VOO
+325.3%
+3,587.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | -0.4% |
| 7D | +9.8% | -0.8% | +10.5% | +11.1% |
| 30D | -26.7% | -1.1% | -25.7% | -25.6% |
| 3M | -8.1% | +3.9% | -12.0% | -11.6% |
| 6M | +123.1% | +13.6% | +109.4% | +94.3% |
| YTD | +369.0% | +12.7% | +356.3% | +321.2% |
| 1Y | +256.4% | +17.6% | +238.8% | +206.5% |
| 3Y | +96.4% | +77.3% | +19.1% | +3.6% |
| 5Y | +836.6% | +84.1% | +752.5% | +414.0% |
| All | +3,912.3% | +325.3% | +3,587.0% | +910.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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