+1,831.5%
AEHR vs VT
+221.8%
+1,609.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.3% | -6.4% | -6.1% |
| 7D | +6.4% | +2.4% | +4.0% | +2.4% |
| 30D | -20.3% | -1.5% | -18.8% | -15.8% |
| 3M | -53.8% | -4.1% | -49.7% | -48.4% |
| 6M | -44.8% | +0.6% | -45.4% | -40.8% |
| YTD | +182.2% | +11.0% | +171.2% | +170.2% |
| 1Y | +174.7% | +13.3% | +161.4% | +155.6% |
| 3Y | +143.5% | +73.4% | +70.1% | +30.0% |
| 5Y | +129.9% | +57.4% | +72.4% | +49.5% |
| All | +1,831.5% | +221.8% | +1,609.8% | +388.9% |
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