+214.3%
VIAV vs BAM
-12.8%
+227.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -4.3% |
| 7D | +11.2% | -6.1% | +17.3% | +12.7% |
| 30D | -2.6% | -13.8% | +11.2% | +0.9% |
| 3M | -20.1% | +4.4% | -24.5% | -22.2% |
| 6M | +25.8% | +6.4% | +19.4% | +21.1% |
| YTD | +109.9% | -7.1% | +116.9% | +108.6% |
| 1Y | +214.3% | -11.8% | +226.1% | +218.5% |
| All | +214.3% | -12.8% | +227.1% | +218.5% |
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