+13.8%
VGT vs BAM
+3.7%
+10.1%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -0.9% |
| 7D | -4.1% | +5.0% | -9.1% | -5.3% |
| 30D | -13.6% | +16.6% | -30.2% | -17.5% |
| 3M | -8.0% | +2.2% | -10.2% | -8.3% |
| 6M | -1.5% | +9.7% | -11.1% | -4.5% |
| YTD | +17.7% | +5.2% | +12.5% | +14.3% |
| 1Y | +13.8% | +3.9% | +9.9% | +11.1% |
| All | +13.8% | +3.7% | +10.1% | +11.1% |
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