+228.1%
AEHR vs VYM
+21.4%
+206.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.4% | +13.5% | +15.3% |
| 7D | +6.7% | 0.0% | +6.8% | +6.5% |
| 30D | -12.7% | -0.5% | -12.1% | -10.6% |
| 3M | -26.0% | +3.0% | -29.0% | -37.2% |
| 6M | +102.2% | +8.2% | +94.0% | +33.6% |
| YTD | +327.2% | +15.8% | +311.4% | +120.1% |
| 1Y | +228.1% | +20.8% | +207.3% | +54.6% |
| All | +228.1% | +21.4% | +206.7% | +54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling