+1,643.4%
VTR vs AEHR
+547.9%
+1,095.5%
-86.9%
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% | -0.7% |
| 7D | -2.9% | +19.1% | -22.0% | -3.6% |
| 30D | -2.8% | -10.0% | +7.2% | -2.7% |
| 3M | +9.0% | +1.3% | +7.7% | +7.7% |
| 6M | +5.0% | +133.8% | -128.8% | -0.6% |
| YTD | +16.9% | +373.3% | -356.4% | +6.9% |
| 1Y | +34.3% | +256.2% | -221.9% | +23.6% |
| 3Y | +131.6% | +93.2% | +38.3% | +111.4% |
| 5Y | +88.0% | +793.1% | -705.1% | +55.6% |
| 10Y | +97.8% | +3,753.2% | -3,655.5% | +44.7% |
| All | +1,643.4% | +547.9% | +1,095.5% | +1,029.1% |
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