+84.9%
VUG vs AEHR
+89.8%
-4.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.3% | -5.8% | -0.9% |
| 7D | +0.1% | +19.1% | -19.0% | -1.4% |
| 30D | -1.7% | -10.0% | +8.3% | -1.4% |
| 3M | +2.8% | +1.3% | +1.5% | +0.7% |
| 6M | +13.6% | +133.8% | -120.2% | +2.2% |
| YTD | +8.1% | +373.3% | -365.2% | -9.2% |
| 1Y | +13.1% | +256.2% | -243.1% | -3.6% |
| All | +84.9% | +89.8% | -4.9% | +49.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling