+1,882.7%
VRT vs BAM
+78.0%
+1,804.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.6% | +3.7% | +3.9% |
| 7D | +9.1% | -2.0% | +11.1% | +10.6% |
| 30D | +0.9% | -2.9% | +3.9% | +2.6% |
| 3M | -13.4% | +9.4% | -22.8% | -19.1% |
| 6M | +11.7% | +10.8% | +0.9% | +2.5% |
| YTD | +73.2% | -0.4% | +73.7% | +69.8% |
| 1Y | +123.4% | -10.9% | +134.3% | +137.0% |
| 3Y | +606.2% | +61.3% | +544.9% | +431.3% |
| All | +1,882.7% | +78.0% | +1,804.8% | +1,285.6% |
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