+193.8%
VLO vs AEHR
+89.8%
+104.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.3% | -3.7% | +1.4% |
| 7D | +6.2% | +19.1% | -12.8% | +5.5% |
| 30D | +23.5% | -10.0% | +33.5% | +23.7% |
| 3M | +53.9% | +1.3% | +52.5% | +52.2% |
| 6M | +81.7% | +133.8% | -52.1% | +69.1% |
| YTD | +142.5% | +373.3% | -230.8% | +112.5% |
| 1Y | +145.4% | +256.2% | -110.7% | +117.7% |
| All | +193.8% | +89.8% | +104.1% | +150.9% |
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 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