+436.1%
VZ vs AEHR
+305.5%
+130.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +11.6% | -10.8% | +0.7% |
| 7D | +2.2% | +16.2% | -14.0% | +2.0% |
| 30D | +10.6% | -29.3% | +39.9% | +10.9% |
| 3M | -0.6% | -42.0% | +41.4% | -0.2% |
| 6M | +0.7% | -38.5% | +39.2% | +0.6% |
| YTD | +20.6% | +196.2% | -175.6% | +17.1% |
| 1Y | +22.7% | +144.3% | -121.6% | +19.5% |
| 3Y | +57.2% | +158.0% | -100.8% | +50.9% |
| 5Y | +21.4% | +144.4% | -123.0% | +14.6% |
| 10Y | +65.5% | +1,867.4% | -1,801.9% | +43.0% |
| All | +436.1% | +305.5% | +130.7% | +300.6% |
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