+827.9%
AEHR vs VSH
+64.5%
+763.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -0.8% |
| 7D | +23.0% | +3.1% | +19.9% | +19.5% |
| 30D | -19.9% | -5.7% | -14.2% | -13.0% |
| 3M | +0.5% | -42.5% | +43.0% | +83.6% |
| 6M | +123.6% | +82.7% | +40.9% | +21.7% |
| YTD | +364.6% | +118.2% | +246.4% | +115.2% |
| 1Y | +255.3% | +109.7% | +145.7% | +74.4% |
| 3Y | +89.7% | +35.3% | +54.4% | +45.7% |
| 5Y | +827.9% | +65.6% | +762.3% | +464.8% |
| All | +827.9% | +64.5% | +763.4% | +464.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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