+64.4%
VZ vs AEHR
+3,898.3%
-3,833.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.3% | -6.6% | -1.3% |
| 7D | -1.0% | +19.1% | -20.0% | -0.9% |
| 30D | +5.8% | -10.0% | +15.8% | +5.7% |
| 3M | +10.5% | +1.3% | +9.2% | +10.6% |
| 6M | +1.8% | +133.8% | -132.0% | +2.0% |
| YTD | +28.3% | +373.3% | -345.0% | +28.6% |
| 1Y | +22.0% | +256.2% | -234.2% | +22.3% |
| 3Y | +81.8% | +93.2% | -11.4% | +83.0% |
| 5Y | +25.3% | +793.1% | -767.8% | +24.2% |
| 10Y | +64.4% | +3,753.2% | -3,688.8% | +53.5% |
| All | +64.4% | +3,898.3% | -3,833.9% | +53.5% |
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 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