+1,584.6%
AEHR vs VT
+215.5%
+1,369.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.2% | +8.7% | +8.5% |
| 7D | -2.4% | -2.3% | -0.1% | +3.1% |
| 30D | -40.1% | -5.0% | -35.1% | -32.6% |
| 3M | -46.3% | -4.9% | -41.4% | -39.4% |
| 6M | -44.6% | -1.5% | -43.1% | -38.4% |
| YTD | +165.3% | +8.5% | +156.8% | +163.8% |
| 1Y | +126.1% | +11.4% | +114.8% | +116.8% |
| 3Y | +132.2% | +70.1% | +62.1% | +28.1% |
| 5Y | +108.3% | +53.7% | +54.6% | +40.9% |
| All | +1,584.6% | +215.5% | +1,369.1% | +368.0% |
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