+2,486.9%
VRT vs AEHR
+3,878.6%
-1,391.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.9% | +2.7% | +3.4% |
| 7D | -8.4% | +9.8% | -18.1% | -9.9% |
| 30D | -10.9% | -26.7% | +15.9% | -6.7% |
| 3M | -13.7% | -8.1% | -5.6% | -14.6% |
| 6M | -4.1% | +123.1% | -127.2% | -19.0% |
| YTD | +58.7% | +369.0% | -310.3% | +19.7% |
| 1Y | +89.6% | +256.4% | -166.8% | +47.2% |
| 3Y | +558.1% | +96.4% | +461.8% | +397.6% |
| 5Y | +953.0% | +836.6% | +116.4% | +521.1% |
| All | +2,486.9% | +3,878.6% | -1,391.7% | +1,060.5% |
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