+256.4%
AEHR vs VYM
+18.4%
+237.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.3% | -2.8% |
| 7D | +9.8% | -0.8% | +10.6% | +14.3% |
| 30D | -26.7% | -2.2% | -24.5% | -17.7% |
| 3M | -8.1% | +3.1% | -11.2% | -23.9% |
| 6M | +123.1% | +9.7% | +113.3% | +36.2% |
| YTD | +369.0% | +14.9% | +354.1% | +146.4% |
| 1Y | +256.4% | +17.6% | +238.8% | +67.9% |
| All | +256.4% | +18.4% | +237.9% | +67.9% |
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