+10,447.6%
VLO vs AEHR
+286.3%
+10,161.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.7% | +8.0% | +1.7% |
| 7D | +9.6% | +6.4% | +3.3% | +9.2% |
| 30D | -17.4% | -20.3% | +2.9% | -16.8% |
| 3M | +10.8% | -53.8% | +64.6% | +14.3% |
| 6M | +56.9% | -44.8% | +101.8% | +57.8% |
| YTD | +136.8% | +182.2% | -45.4% | +112.1% |
| 1Y | +120.7% | +174.7% | -54.1% | +97.7% |
| 3Y | +231.9% | +143.5% | +88.4% | +185.5% |
| 5Y | +479.0% | +129.9% | +349.2% | +375.6% |
| 10Y | +792.2% | +1,786.8% | -994.6% | +486.5% |
| All | +10,447.6% | +286.3% | +10,161.3% | +5,425.8% |
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