+644.6%
VRT vs AEHR
+82.4%
+562.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.3% | -1.6% | +2.5% |
| 7D | +13.6% | +18.5% | -4.9% | +9.0% |
| 30D | +6.8% | -11.9% | +18.7% | +9.0% |
| 3M | -3.2% | -5.0% | +1.8% | -5.4% |
| 6M | +20.3% | +155.0% | -134.6% | -7.6% |
| YTD | +79.6% | +349.7% | -270.1% | +22.6% |
| 1Y | +139.0% | +260.4% | -121.4% | +67.6% |
| 3Y | +644.6% | +83.6% | +561.0% | +402.3% |
| All | +644.6% | +82.4% | +562.2% | +402.3% |
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