+473.2%
VLO vs AEHR
+126.8%
+346.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.7% | +8.0% | +1.6% |
| 7D | +9.6% | +6.4% | +3.3% | +9.2% |
| 30D | -17.4% | -20.3% | +2.9% | -16.9% |
| 3M | +10.8% | -53.8% | +64.6% | +13.9% |
| 6M | +56.9% | -44.8% | +101.8% | +57.7% |
| YTD | +136.8% | +182.2% | -45.4% | +109.2% |
| 1Y | +120.7% | +174.7% | -54.1% | +95.0% |
| 3Y | +231.9% | +143.5% | +88.4% | +178.4% |
| All | +473.2% | +126.8% | +346.4% | +336.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling