+361.8%
VRT vs BAM
+85.9%
+275.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.5% | +2.8% |
| 7D | -21.4% | +9.7% | -31.1% | -27.1% |
| 30D | -25.8% | +19.0% | -44.8% | -35.4% |
| 3M | -33.5% | +0.6% | -34.1% | -34.6% |
| 6M | -49.0% | +11.1% | -60.1% | -54.0% |
| YTD | +12.9% | +4.2% | +8.8% | +5.8% |
| 1Y | 0.0% | +3.3% | -3.3% | -5.5% |
| 3Y | +361.8% | +88.8% | +273.0% | +224.8% |
| All | +361.8% | +85.9% | +275.9% | +224.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling