+70.8%
VEU vs BAM
+89.3%
-18.5%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.7% | +1.4% |
| 7D | -0.5% | -2.9% | +2.3% | +0.3% |
| 30D | -1.0% | +14.7% | -15.7% | -5.0% |
| 3M | -3.6% | -4.1% | +0.5% | -2.6% |
| 6M | -1.2% | +9.6% | -10.7% | -4.3% |
| YTD | +12.0% | +3.4% | +8.6% | +9.6% |
| 1Y | +13.9% | +1.0% | +12.8% | +12.1% |
| All | +70.8% | +89.3% | -18.5% | +35.7% |
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