+56.8%
VRTX vs BAM
+61.4%
-4.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.7% | -2.2% |
| 7D | +0.8% | -2.0% | +2.8% | +1.1% |
| 30D | +12.6% | -2.9% | +15.6% | +13.1% |
| 3M | +23.6% | +9.4% | +14.2% | +21.5% |
| 6M | +14.3% | +10.8% | +3.5% | +11.8% |
| YTD | +20.5% | -0.4% | +20.9% | +19.8% |
| 1Y | +37.6% | -10.9% | +48.4% | +39.4% |
| All | +56.8% | +61.4% | -4.6% | +39.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling