+53.4%
VT vs AEHR
+107.1%
-53.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +9.0% | -8.7% | -0.5% |
| 7D | -2.3% | -2.4% | +0.1% | -2.5% |
| 30D | -5.0% | -40.1% | +35.1% | -1.8% |
| 3M | -4.9% | -46.3% | +41.4% | -1.6% |
| 6M | -1.5% | -44.6% | +43.1% | -0.5% |
| YTD | +8.5% | +165.3% | -156.8% | -5.6% |
| 1Y | +11.4% | +126.1% | -114.8% | -2.1% |
| 3Y | +70.1% | +132.2% | -62.1% | +38.7% |
| All | +53.4% | +107.1% | -53.7% | +9.3% |
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