+83.9%
VEU vs BAM
+67.8%
+16.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.1% |
| 7D | +0.3% | -3.9% | +4.2% | +1.4% |
| 30D | +0.7% | -8.8% | +9.5% | +3.2% |
| 3M | +4.7% | +2.2% | +2.5% | +3.6% |
| 6M | +11.6% | +5.9% | +5.7% | +9.2% |
| YTD | +16.8% | -6.1% | +22.9% | +17.8% |
| 1Y | +24.9% | -11.6% | +36.5% | +27.8% |
| 3Y | +75.7% | +51.7% | +24.1% | +49.5% |
| All | +83.9% | +67.8% | +16.1% | +51.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling