+61.1%
VZ vs AEHR
+3,460.4%
-3,399.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.3% | -4.7% | +0.6% |
| 7D | +0.2% | +18.5% | -18.3% | +0.3% |
| 30D | +7.1% | -11.9% | +19.0% | +7.1% |
| 3M | +12.8% | -5.0% | +17.8% | +12.9% |
| 6M | +1.8% | +155.0% | -153.2% | +2.0% |
| YTD | +30.0% | +349.7% | -319.7% | +30.3% |
| 1Y | +24.3% | +260.4% | -236.1% | +24.6% |
| 3Y | +84.3% | +83.6% | +0.7% | +85.4% |
| 5Y | +25.9% | +917.8% | -891.9% | +24.4% |
| 10Y | +61.1% | +3,517.1% | -3,456.1% | +50.0% |
| All | +61.1% | +3,460.4% | -3,399.3% | +50.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling