+23.9%
VEEV vs BAM
+66.6%
-42.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.6% | -3.9% | -3.5% |
| 7D | -0.6% | -2.0% | +1.4% | 0.0% |
| 30D | +28.8% | -2.9% | +31.8% | +30.0% |
| 3M | +54.0% | +9.4% | +44.6% | +49.6% |
| 6M | +46.0% | +10.8% | +35.2% | +40.9% |
| YTD | +23.2% | -0.4% | +23.7% | +22.6% |
| 1Y | +1.9% | -10.9% | +12.7% | +4.3% |
| All | +23.9% | +66.6% | -42.6% | -0.4% |
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