+1,083.1%
VST vs AEHR
+1,861.0%
-777.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +11.6% | -4.3% | +6.5% |
| 7D | -0.5% | +16.2% | -16.7% | -1.6% |
| 30D | -17.1% | -29.3% | +12.3% | -15.4% |
| 3M | -4.6% | -42.0% | +37.4% | -2.0% |
| 6M | -9.1% | -38.5% | +29.4% | -8.3% |
| YTD | -16.6% | +196.2% | -212.9% | -24.5% |
| 1Y | -29.5% | +144.3% | -173.8% | -35.5% |
| 3Y | +297.5% | +158.0% | +139.5% | +246.7% |
| 5Y | +654.5% | +144.4% | +510.1% | +535.6% |
| 10Y | +1,205.2% | +1,867.4% | -662.2% | +846.4% |
| All | +1,083.1% | +1,861.0% | -777.9% | +757.2% |
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 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