+124.8%
VGT vs AEHR
+88.1%
+36.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +1.1% |
| 7D | -0.2% | +9.8% | -9.9% | -1.2% |
| 30D | -0.4% | -26.7% | +26.3% | +2.5% |
| 3M | +4.4% | -8.1% | +12.5% | +2.8% |
| 6M | +32.1% | +123.1% | -91.0% | +15.8% |
| YTD | +28.8% | +369.0% | -340.2% | +3.0% |
| 1Y | +35.3% | +256.4% | -221.0% | +10.2% |
| 3Y | +124.8% | +96.4% | +28.4% | +69.4% |
| All | +124.8% | +88.1% | +36.7% | +69.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling