+542.0%
AEHR vs VTRS
+142.6%
+399.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.8% |
| 7D | +9.8% | -2.2% | +12.0% | +10.3% |
| 30D | -26.7% | +3.3% | -30.0% | -27.3% |
| 3M | -8.1% | +2.0% | -10.1% | -8.9% |
| 6M | +123.1% | +19.9% | +103.1% | +113.1% |
| YTD | +369.0% | +35.7% | +333.3% | +337.4% |
| 1Y | +256.4% | +68.1% | +188.3% | +216.3% |
| 3Y | +96.4% | +87.1% | +9.3% | +70.0% |
| 5Y | +836.6% | +47.6% | +789.0% | +736.9% |
| 10Y | +3,718.1% | -48.2% | +3,766.3% | +3,795.1% |
| All | +542.0% | +142.6% | +399.3% | +246.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling