+1,934.0%
VRT vs AEHR
+2,294.1%
-360.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -6.7% | +3.0% | -2.4% |
| 7D | +10.5% | +6.4% | +4.1% | +9.3% |
| 30D | -9.3% | -20.3% | +11.0% | -6.1% |
| 3M | -29.6% | -53.8% | +24.2% | -20.8% |
| 6M | -45.4% | -44.8% | -0.5% | -41.9% |
| YTD | +24.8% | +182.2% | -157.4% | +1.9% |
| 1Y | +23.6% | +174.7% | -151.1% | +1.2% |
| 3Y | +379.7% | +143.5% | +236.2% | +261.9% |
| 5Y | +660.3% | +129.9% | +530.5% | +417.5% |
| All | +1,934.0% | +2,294.1% | -360.1% | +888.2% |
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