+712.1%
AEHR vs VYM
+77.5%
+634.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.3% | -0.8% |
| 7D | +9.8% | -0.8% | +10.6% | +12.0% |
| 30D | -26.7% | -2.2% | -24.5% | -22.5% |
| 3M | -8.1% | +3.1% | -11.2% | -15.1% |
| 6M | +123.1% | +9.7% | +113.3% | +83.9% |
| YTD | +369.0% | +14.9% | +354.1% | +254.4% |
| 1Y | +256.4% | +17.6% | +238.8% | +160.3% |
| 3Y | +96.4% | +65.3% | +31.1% | -29.0% |
| All | +712.1% | +77.5% | +634.6% | +186.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling