+397.6%
VRT vs AEHR
+153.2%
+244.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -7.2% | +8.7% | +3.3% |
| 7D | +18.6% | +24.2% | -5.5% | +12.2% |
| 30D | -11.7% | -21.2% | +9.6% | -7.1% |
| 3M | -27.3% | -52.8% | +25.5% | -14.9% |
| 6M | -42.9% | -36.9% | -6.0% | -40.0% |
| YTD | +29.5% | +202.3% | -172.8% | -5.3% |
| 1Y | +21.0% | +162.9% | -141.8% | -9.4% |
| All | +397.6% | +153.2% | +244.5% | +213.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling