+71.7%
VRTX vs BAM
+90.5%
-18.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.6% | +0.3% |
| 7D | -0.4% | +5.3% | -5.7% | -1.3% |
| 30D | +8.0% | +18.1% | -10.1% | +5.1% |
| 3M | +11.0% | +4.2% | +6.8% | +10.1% |
| 6M | +28.2% | +11.1% | +17.1% | +25.6% |
| YTD | +21.5% | +6.6% | +14.9% | +19.4% |
| 1Y | +34.5% | +6.2% | +28.3% | +32.3% |
| 3Y | +49.5% | +95.0% | -45.6% | +35.1% |
| All | +71.7% | +90.5% | -18.8% | +54.7% |
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