+162.9%
VGT vs BAM
+90.5%
+72.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.3% | +0.9% | +2.2% |
| 7D | -1.6% | +5.3% | -6.9% | -3.7% |
| 30D | -12.5% | +18.1% | -30.6% | -18.5% |
| 3M | -7.7% | +4.2% | -11.9% | -9.7% |
| 6M | -0.2% | +11.1% | -11.3% | -5.4% |
| YTD | +19.3% | +6.6% | +12.6% | +14.5% |
| 1Y | +18.2% | +6.2% | +12.0% | +13.5% |
| 3Y | +109.6% | +95.0% | +14.6% | +61.0% |
| All | +162.9% | +90.5% | +72.3% | +100.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling