+2,723.0%
VRT vs AEHR
+3,524.4%
-801.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +13.1% | -8.7% | +2.2% |
| 7D | +9.1% | +6.7% | +2.4% | +7.8% |
| 30D | +0.9% | -12.7% | +13.6% | +2.6% |
| 3M | -13.4% | -26.0% | +12.6% | -11.2% |
| 6M | +11.7% | +102.2% | -90.5% | -4.0% |
| YTD | +73.2% | +327.2% | -254.0% | +32.8% |
| 1Y | +123.4% | +228.1% | -104.7% | +76.0% |
| 3Y | +606.2% | +67.0% | +539.1% | +447.0% |
| 5Y | +899.9% | +928.1% | -28.2% | +491.0% |
| All | +2,723.0% | +3,524.4% | -801.3% | +1,187.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling