+241.1%
VIAV vs BAM
+71.9%
+169.2%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -3.4% | +14.6% | +12.4% |
| 7D | +11.3% | -1.6% | +12.9% | +11.8% |
| 30D | -1.0% | -6.0% | +5.0% | +0.8% |
| 3M | -20.5% | +7.3% | -27.9% | -23.4% |
| 6M | +39.0% | +8.2% | +30.8% | +33.2% |
| YTD | +117.5% | -3.8% | +121.3% | +117.1% |
| 1Y | +233.8% | -10.7% | +244.5% | +242.3% |
| 3Y | +295.4% | +55.3% | +240.1% | +213.4% |
| All | +241.1% | +71.9% | +169.2% | +160.0% |
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