+64.9%
VRTX vs BAM
+71.9%
-7.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.4% | +0.3% | -2.6% |
| 7D | -3.4% | -1.6% | -1.8% | -3.2% |
| 30D | +6.6% | -6.0% | +12.6% | +7.6% |
| 3M | +19.4% | +7.3% | +12.1% | +17.9% |
| 6M | +15.8% | +8.2% | +7.6% | +14.1% |
| YTD | +16.7% | -3.8% | +20.5% | +16.7% |
| 1Y | +33.8% | -10.7% | +44.5% | +35.2% |
| 3Y | +54.2% | +55.3% | -1.2% | +43.1% |
| All | +64.9% | +71.9% | -7.0% | +51.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling