+1,670.0%
AEHR vs VYM
+484.2%
+1,185.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.3% |
| 7D | +23.0% | -1.9% | +24.9% | +25.4% |
| 30D | -19.9% | -2.6% | -17.3% | -17.7% |
| 3M | +0.5% | +3.6% | -3.1% | -3.0% |
| 6M | +123.6% | +8.7% | +114.9% | +109.3% |
| YTD | +364.6% | +14.1% | +350.5% | +318.0% |
| 1Y | +255.3% | +17.8% | +237.5% | +212.8% |
| 3Y | +89.7% | +64.5% | +25.2% | +26.4% |
| 5Y | +827.9% | +77.5% | +750.4% | +509.5% |
| 10Y | +3,682.7% | +206.1% | +3,476.5% | +1,456.7% |
| All | +1,670.0% | +484.2% | +1,185.8% | +284.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling