+70.3%
VRTX vs BAM
+78.0%
-7.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +21.7% |
| 6M | +14.3% | +10.8% | +3.5% | +12.1% |
| YTD | +20.5% | -0.4% | +20.9% | +19.9% |
| 1Y | +37.6% | -10.9% | +48.4% | +39.1% |
| 3Y | +55.5% | +61.3% | -5.7% | +43.5% |
| All | +70.3% | +78.0% | -7.7% | +55.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling