+39.7%
VGT vs BAM
-8.8%
+48.5%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.1% |
| 7D | +1.0% | -2.0% | +3.0% | +1.7% |
| 30D | +1.3% | -2.9% | +4.2% | +2.2% |
| 3M | -1.1% | +9.4% | -10.5% | -4.9% |
| 6M | +32.6% | +10.8% | +21.9% | +26.3% |
| YTD | +29.0% | -0.4% | +29.4% | +27.6% |
| 1Y | +39.7% | -10.9% | +50.6% | +44.1% |
| All | +39.7% | -8.8% | +48.5% | +44.1% |
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