+2,235.4%
VGT vs AEHR
+1,442.9%
+792.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.9% |
| 7D | -1.0% | +23.0% | -24.0% | -2.4% |
| 30D | -0.4% | -19.9% | +19.5% | +0.7% |
| 3M | +6.6% | +0.5% | +6.1% | +5.1% |
| 6M | +31.0% | +123.6% | -92.5% | +21.4% |
| YTD | +27.2% | +364.6% | -337.4% | +11.7% |
| 1Y | +34.5% | +255.3% | -220.9% | +19.3% |
| 3Y | +123.1% | +89.7% | +33.4% | +95.6% |
| 5Y | +135.1% | +827.9% | -692.8% | +82.6% |
| 10Y | +803.4% | +3,682.7% | -2,879.3% | +511.5% |
| All | +2,235.4% | +1,442.9% | +792.4% | +1,277.7% |
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