+948.7%
VTI vs AEHR
+2,047.4%
-1,098.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.3% | -5.8% | -0.8% |
| 7D | -0.4% | +19.1% | -19.4% | -1.3% |
| 30D | -1.6% | -10.0% | +8.4% | -1.4% |
| 3M | +3.6% | +1.3% | +2.2% | +2.2% |
| 6M | +13.0% | +133.8% | -120.7% | +5.8% |
| YTD | +12.7% | +373.3% | -360.6% | +1.0% |
| 1Y | +18.4% | +256.2% | -237.8% | +7.1% |
| 3Y | +76.4% | +93.2% | -16.8% | +57.8% |
| 5Y | +73.7% | +793.1% | -719.4% | +39.5% |
| 10Y | +302.5% | +3,753.2% | -3,450.7% | +182.6% |
| All | +948.7% | +2,047.4% | -1,098.7% | +515.9% |
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