+911.8%
VLO vs AEHR
+3,808.7%
-2,897.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.8% |
| 7D | +4.0% | +23.0% | -19.0% | +2.7% |
| 30D | +19.0% | -19.9% | +38.9% | +20.1% |
| 3M | +50.0% | +0.5% | +49.4% | +47.6% |
| 6M | +79.1% | +123.6% | -44.4% | +64.8% |
| YTD | +140.3% | +364.6% | -224.4% | +108.2% |
| 1Y | +148.3% | +255.3% | -107.0% | +117.5% |
| 3Y | +194.6% | +89.7% | +104.9% | +154.7% |
| 5Y | +609.6% | +827.9% | -218.3% | +416.6% |
| All | +911.8% | +3,808.7% | -2,897.0% | +476.9% |
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 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