+30.6%
VCIT vs AEHR
+1,804.8%
-1,774.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +11.6% | -11.6% | 0.0% |
| 7D | +0.7% | +16.2% | -15.5% | +0.6% |
| 30D | +1.8% | -29.3% | +31.1% | +2.0% |
| 3M | -1.6% | -42.0% | +40.4% | -1.3% |
| 6M | -2.1% | -38.5% | +36.4% | -2.1% |
| YTD | -1.6% | +196.2% | -197.8% | -3.1% |
| 1Y | -0.8% | +144.3% | -145.1% | -2.2% |
| 3Y | +19.9% | +158.0% | -138.1% | +17.3% |
| 5Y | +3.3% | +144.4% | -141.1% | +0.4% |
| 10Y | +30.6% | +1,867.4% | -1,836.8% | +25.1% |
| All | +30.6% | +1,804.8% | -1,774.1% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 10y: compounded portfolio wealth divided by compounded AEHR 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…
10y analysis · Full analysis span regression · 6 months rolling