-6.3%
VEEV vs BAM
-10.5%
+4.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.4% | -0.3% | -2.4% |
| 7D | -5.2% | -1.6% | -3.6% | -4.5% |
| 30D | +14.9% | -6.0% | +20.9% | +17.7% |
| 3M | +58.4% | +7.3% | +51.0% | +54.0% |
| 6M | +35.5% | +8.2% | +27.3% | +30.8% |
| YTD | +18.6% | -3.8% | +22.5% | +19.4% |
| All | -6.3% | -10.5% | +4.2% | -3.6% |
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