+2,078.1%
AEHR vs VT
+224.4%
+1,853.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +1.1% | +9.3% | +8.3% |
| 7D | +8.1% | -0.7% | +8.8% | +11.5% |
| 30D | -15.9% | -1.7% | -14.1% | -10.7% |
| 3M | -43.9% | -2.3% | -41.6% | -39.5% |
| 6M | -37.1% | +1.5% | -38.6% | -33.8% |
| YTD | +225.8% | +12.0% | +213.8% | +206.3% |
| 1Y | +184.0% | +12.9% | +171.2% | +165.8% |
| 3Y | +168.5% | +74.9% | +93.5% | +40.7% |
| 5Y | +186.2% | +59.9% | +126.3% | +81.7% |
| 10Y | +2,078.1% | +224.6% | +1,853.5% | +449.9% |
| All | +2,078.1% | +224.4% | +1,853.8% | +449.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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