+13.8%
VRT vs BAM
+4.2%
+9.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +6.2% | -19.1% | -14.8% |
| 7D | -15.4% | +14.2% | -29.6% | -20.0% |
| 30D | -19.0% | +21.0% | -39.9% | -25.5% |
| 3M | -23.8% | +5.2% | -29.0% | -25.5% |
| 6M | -37.9% | +16.0% | -53.8% | -42.2% |
| YTD | +27.0% | +6.5% | +20.5% | +20.9% |
| 1Y | +13.8% | +4.4% | +9.4% | +11.1% |
| All | +13.8% | +4.2% | +9.6% | +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