+1,359.9%
VRT vs BAM
+84.8%
+1,275.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.7% | +8.1% | +7.5% |
| 7D | +0.5% | -2.9% | +3.3% | +2.7% |
| 30D | -13.7% | +14.7% | -28.4% | -22.1% |
| 3M | -26.7% | -4.1% | -22.6% | -25.4% |
| 6M | -43.8% | +9.6% | -53.4% | -48.3% |
| YTD | +27.6% | +3.4% | +24.1% | +20.8% |
| 1Y | +15.5% | +1.0% | +14.4% | +11.5% |
| 3Y | +395.6% | +88.2% | +307.4% | +240.1% |
| All | +1,359.9% | +84.8% | +1,275.1% | +886.2% |
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