+83.9%
BAM vs VO
+60.4%
+23.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.0% |
| 7D | -2.0% | +2.9% | -4.9% | -5.8% |
| 30D | +13.7% | +1.0% | +12.7% | +12.1% |
| 3M | -4.8% | -1.7% | -3.0% | -2.4% |
| 6M | +7.6% | +6.7% | +0.9% | -1.2% |
| YTD | +1.2% | +14.0% | -12.8% | -14.7% |
| 1Y | -2.3% | +13.7% | -15.9% | -17.2% |
| 3Y | +84.1% | +65.8% | +18.3% | +0.2% |
| All | +83.9% | +60.4% | +23.5% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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