+166.9%
VEA vs AEHR
+1,090.5%
-923.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -1.1% |
| 7D | -2.1% | +23.0% | -25.1% | -3.2% |
| 30D | -1.1% | -19.9% | +18.9% | -0.2% |
| 3M | +5.1% | +0.5% | +4.5% | +3.8% |
| 6M | +9.8% | +123.6% | -113.8% | +3.1% |
| YTD | +15.9% | +364.6% | -348.7% | +4.2% |
| 1Y | +24.6% | +255.3% | -230.8% | +12.8% |
| 3Y | +75.5% | +89.7% | -14.2% | +57.4% |
| 5Y | +59.4% | +827.9% | -768.5% | +27.3% |
| 10Y | +160.3% | +3,682.7% | -3,522.3% | +79.4% |
| All | +166.9% | +1,090.5% | -923.6% | +65.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling