+80.6%
VTV vs AEHR
+817.5%
-736.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.7% |
| 7D | -1.1% | +9.8% | -10.9% | -1.5% |
| 30D | -1.0% | -26.7% | +25.7% | +0.2% |
| 3M | +4.6% | -8.1% | +12.7% | +3.8% |
| 6M | +13.5% | +123.1% | -109.6% | +6.4% |
| YTD | +18.5% | +369.0% | -350.5% | +6.1% |
| 1Y | +22.9% | +256.4% | -233.5% | +10.9% |
| 3Y | +67.8% | +96.4% | -28.5% | +49.6% |
| All | +80.6% | +817.5% | -736.9% | +41.7% |
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 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