+953.6%
VRT vs AEHR
+976.1%
-22.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +5.3% | -14.9% | -10.8% |
| 7D | +2.4% | +19.1% | -16.7% | -1.8% |
| 30D | -2.7% | -10.0% | +7.3% | -1.4% |
| 3M | -9.2% | +1.3% | -10.5% | -12.6% |
| 6M | -0.5% | +133.8% | -134.3% | -22.1% |
| YTD | +62.3% | +373.3% | -311.0% | +9.2% |
| 1Y | +109.6% | +256.2% | -146.6% | +46.8% |
| 3Y | +573.1% | +93.2% | +479.8% | +362.9% |
| 5Y | +953.6% | +793.1% | +160.6% | +381.3% |
| All | +953.6% | +976.1% | -22.5% | +381.3% |
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 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