+96.3%
VTR vs AEHR
+3,845.4%
-3,749.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.5% |
| 7D | -0.3% | +9.8% | -10.1% | -0.7% |
| 30D | +1.1% | -26.7% | +27.8% | +2.2% |
| 3M | +7.9% | -8.1% | +16.0% | +6.9% |
| 6M | +6.2% | +123.1% | -116.9% | -0.8% |
| YTD | +17.7% | +369.0% | -351.3% | +5.0% |
| 1Y | +32.9% | +256.4% | -223.5% | +19.4% |
| 3Y | +129.7% | +96.4% | +33.3% | +104.5% |
| 5Y | +89.3% | +836.6% | -747.3% | +45.0% |
| All | +96.3% | +3,845.4% | -3,749.1% | +18.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling