+688.8%
VRT vs AEHR
+164.2%
+524.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -7.2% | +8.7% | +3.3% |
| 7D | +18.6% | +24.2% | -5.5% | +12.3% |
| 30D | -11.7% | -21.2% | +9.6% | -7.1% |
| 3M | -27.3% | -52.8% | +25.5% | -14.8% |
| 6M | -42.9% | -36.9% | -6.0% | -40.1% |
| YTD | +29.5% | +202.3% | -172.8% | -7.6% |
| 1Y | +21.0% | +162.9% | -141.8% | -11.3% |
| 3Y | +403.1% | +149.1% | +254.0% | +218.2% |
| 5Y | +688.8% | +146.2% | +542.6% | +261.2% |
| All | +688.8% | +164.2% | +524.6% | +261.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling