+24.0%
VRTX vs BAM
-1.2%
+25.1%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -1.0% | -0.8% |
| 7D | -1.6% | -2.7% | +1.1% | -1.0% |
| 30D | +8.0% | +15.5% | -7.5% | +5.3% |
| 3M | +4.3% | -6.9% | +11.1% | +5.1% |
| 6M | +18.9% | +9.9% | +9.0% | +16.7% |
| YTD | +18.8% | +1.4% | +17.4% | +16.0% |
| 1Y | +24.0% | +3.3% | +20.7% | +20.5% |
| All | +24.0% | -1.2% | +25.1% | +20.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling