+5.2%
VUG vs AEHR
+147.2%
-142.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -6.6% | +8.1% | +2.0% |
| 7D | -3.0% | -5.7% | +2.7% | -2.8% |
| 30D | -6.4% | -41.7% | +35.3% | -3.1% |
| 3M | -3.2% | -44.6% | +41.4% | -0.1% |
| 6M | +3.1% | -28.9% | +32.0% | +2.2% |
| YTD | +6.3% | +201.3% | -195.1% | -9.1% |
| 1Y | +5.2% | +145.3% | -140.1% | -8.0% |
| All | +5.2% | +147.2% | -142.0% | -8.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling