+20.1%
VCIT vs BAM
+84.2%
-64.1%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.3% | +0.4% |
| 7D | +0.5% | +7.9% | -7.5% | 0.0% |
| 30D | +2.1% | +16.0% | -14.0% | +1.1% |
| 3M | -1.6% | +0.6% | -2.2% | -1.7% |
| 6M | -1.6% | +10.5% | -12.1% | -2.3% |
| YTD | -1.5% | +3.2% | -4.7% | -2.0% |
| 1Y | -0.4% | +1.0% | -1.4% | -0.8% |
| All | +20.1% | +84.2% | -64.1% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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