+710.1%
VTV vs AEHR
+1,442.9%
-732.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.6% |
| 7D | -2.1% | +23.0% | -25.0% | -2.9% |
| 30D | -1.3% | -19.9% | +18.6% | -0.7% |
| 3M | +5.6% | +0.5% | +5.1% | +4.5% |
| 6M | +12.4% | +123.6% | -111.2% | +6.6% |
| YTD | +17.6% | +364.6% | -347.0% | +7.6% |
| 1Y | +23.5% | +255.3% | -231.8% | +13.7% |
| 3Y | +67.0% | +89.7% | -22.7% | +52.5% |
| 5Y | +80.5% | +827.9% | -747.4% | +49.3% |
| 10Y | +230.6% | +3,682.7% | -3,452.1% | +141.1% |
| All | +710.1% | +1,442.9% | -732.9% | +412.5% |
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