+66.6%
VT vs AEHR
+861.6%
-795.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +13.1% | -13.1% | -1.0% |
| 7D | +0.4% | +6.7% | -6.3% | -0.1% |
| 30D | +1.0% | -12.7% | +13.6% | +1.5% |
| 3M | +2.4% | -26.0% | +28.4% | +2.7% |
| 6M | +12.0% | +102.2% | -90.2% | +2.5% |
| YTD | +15.3% | +327.2% | -311.9% | -1.3% |
| 1Y | +22.6% | +228.1% | -205.5% | +6.1% |
| 3Y | +74.7% | +67.0% | +7.6% | +50.2% |
| All | +66.6% | +861.6% | -795.1% | +17.4% |
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