+146.2%
AEHR vs VT
+58.5%
+87.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.6% | -6.6% | -5.3% |
| 7D | +24.2% | +2.9% | +21.3% | +14.9% |
| 30D | -21.2% | -2.5% | -18.7% | -11.8% |
| 3M | -52.8% | -3.3% | -49.4% | -45.6% |
| 6M | -36.9% | +1.5% | -38.4% | -32.7% |
| YTD | +202.3% | +11.4% | +191.0% | +170.0% |
| 1Y | +162.9% | +11.9% | +151.0% | +134.0% |
| 3Y | +149.1% | +73.9% | +75.3% | -21.6% |
| 5Y | +146.2% | +57.9% | +88.3% | +31.7% |
| All | +146.2% | +58.5% | +87.7% | +31.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling