+614.6%
VLO vs AEHR
+976.1%
-361.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.3% | -3.7% | +1.3% |
| 7D | +6.2% | +19.1% | -12.8% | +5.3% |
| 30D | +23.5% | -10.0% | +33.5% | +23.7% |
| 3M | +53.9% | +1.3% | +52.5% | +51.8% |
| 6M | +81.7% | +133.8% | -52.1% | +67.7% |
| YTD | +142.5% | +373.3% | -230.8% | +111.1% |
| 1Y | +145.4% | +256.2% | -110.7% | +116.2% |
| 3Y | +197.3% | +93.2% | +104.1% | +157.4% |
| 5Y | +614.6% | +793.1% | -178.5% | +430.1% |
| All | +614.6% | +976.1% | -361.5% | +430.1% |
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