+3,912.3%
AEHR vs VTRS
-48.4%
+3,960.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.7% |
| 7D | +9.8% | -2.2% | +12.0% | +10.5% |
| 30D | -26.7% | +3.3% | -30.0% | -27.4% |
| 3M | -8.1% | +2.0% | -10.1% | -9.1% |
| 6M | +123.1% | +19.9% | +103.1% | +109.3% |
| YTD | +369.0% | +35.7% | +333.3% | +327.0% |
| 1Y | +256.4% | +68.1% | +188.3% | +204.3% |
| 3Y | +96.4% | +87.1% | +9.3% | +61.8% |
| 5Y | +836.6% | +47.6% | +789.0% | +690.5% |
| All | +3,912.3% | -48.4% | +3,960.6% | +4,069.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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