+183.8%
VGT vs BAM
+71.9%
+112.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | +1.3% |
| 7D | +1.8% | -1.6% | +3.4% | +2.5% |
| 30D | -0.3% | -6.0% | +5.7% | +2.1% |
| 3M | +3.4% | +7.3% | -4.0% | -0.4% |
| 6M | +35.0% | +8.2% | +26.8% | +29.3% |
| YTD | +28.8% | -3.8% | +32.6% | +29.3% |
| 1Y | +38.0% | -10.7% | +48.7% | +42.9% |
| 3Y | +125.8% | +55.3% | +70.5% | +88.0% |
| All | +183.8% | +71.9% | +112.0% | +126.8% |
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