+63.5%
BAM vs VOO
+80.9%
-17.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.1% |
| 7D | -2.0% | +0.1% | -2.1% | -2.1% |
| 30D | -2.9% | +0.1% | -3.0% | -3.0% |
| 3M | +9.4% | +2.0% | +7.4% | +6.4% |
| 6M | +10.8% | +13.0% | -2.3% | -6.2% |
| YTD | -0.4% | +13.6% | -14.0% | -16.0% |
| 1Y | -10.9% | +20.1% | -30.9% | -30.0% |
| All | +63.5% | +80.9% | -17.4% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 3y: compounded portfolio wealth divided by compounded VOO 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…
3y analysis · Full analysis span regression · 6 months rolling