+59.9%
VEA vs AEHR
+817.5%
-757.7%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.1% | +1.0% |
| 7D | -1.5% | +9.8% | -11.2% | -2.1% |
| 30D | -0.8% | -26.7% | +25.9% | +1.0% |
| 3M | +2.5% | -8.1% | +10.6% | +1.4% |
| 6M | +11.1% | +123.1% | -111.9% | +2.1% |
| YTD | +17.2% | +369.0% | -351.8% | +1.4% |
| 1Y | +24.5% | +256.4% | -231.9% | +8.9% |
| 3Y | +75.4% | +96.4% | -20.9% | +51.8% |
| All | +59.9% | +817.5% | -757.7% | +17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling