+348.0%
VT vs AEHR
+427.5%
-79.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -19.2% | +15.1% | -3.1% |
| 7D | -4.2% | -19.7% | +15.5% | -3.3% |
| 30D | -5.8% | -46.6% | +40.8% | -3.1% |
| 3M | -5.2% | -50.2% | +45.0% | -2.6% |
| 6M | +0.1% | -46.1% | +46.2% | +1.1% |
| YTD | +8.2% | +143.5% | -135.3% | -0.4% |
| 1Y | +10.1% | +91.1% | -80.9% | +2.4% |
| 3Y | +69.7% | +100.7% | -31.0% | +50.8% |
| 5Y | +53.4% | +91.1% | -37.8% | +31.1% |
| 10Y | +219.2% | +1,403.4% | -1,184.1% | +129.3% |
| All | +348.0% | +427.5% | -79.4% | +188.8% |
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