-4.7%
VCLT vs BAM
-1.5%
-3.2%
-8.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -1.1% |
| 7D | -1.9% | -2.0% | +0.1% | -1.7% |
| 30D | +1.4% | +13.7% | -12.2% | 0.0% |
| 3M | -1.8% | -4.8% | +3.0% | -1.5% |
| 6M | -3.9% | +7.6% | -11.5% | -4.8% |
| YTD | -3.9% | +1.2% | -5.1% | -5.0% |
| 1Y | -4.7% | -2.3% | -2.5% | -5.4% |
| All | -4.7% | -1.5% | -3.2% | -5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling