+54.3%
VXUS vs AEHR
+976.1%
-921.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.3% | -6.0% | -1.1% |
| 7D | +0.3% | +19.1% | -18.8% | -1.0% |
| 30D | +0.7% | -10.0% | +10.7% | +1.0% |
| 3M | +4.8% | +1.3% | +3.4% | +2.9% |
| 6M | +11.3% | +133.8% | -122.4% | +2.0% |
| YTD | +16.5% | +373.3% | -356.8% | +0.9% |
| 1Y | +24.3% | +256.2% | -231.9% | +8.8% |
| 3Y | +74.5% | +93.2% | -18.8% | +51.2% |
| 5Y | +54.3% | +793.1% | -738.7% | +12.9% |
| All | +54.3% | +976.1% | -921.8% | +12.9% |
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