+1,187.3%
VUG vs AEHR
+837.2%
+350.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.7% | +5.7% | -0.5% |
| 7D | +2.5% | +6.4% | -3.9% | +2.1% |
| 30D | -6.3% | -20.3% | +14.0% | -5.5% |
| 3M | -6.0% | -53.8% | +47.8% | -2.8% |
| 6M | -3.5% | -44.8% | +41.3% | -2.6% |
| YTD | +3.9% | +182.2% | -178.3% | -5.5% |
| 1Y | +5.1% | +174.7% | -169.6% | -4.4% |
| 3Y | +77.9% | +143.5% | -65.6% | +55.8% |
| 5Y | +62.4% | +129.9% | -67.4% | +37.2% |
| 10Y | +399.4% | +1,786.8% | -1,387.3% | +261.3% |
| All | +1,187.3% | +837.2% | +350.1% | +720.6% |
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