+150.2%
VSAT vs BAM
-8.8%
+159.1%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.6% | +4.4% | +4.4% |
| 7D | +11.8% | -2.0% | +13.8% | +13.9% |
| 30D | -7.0% | -2.9% | -4.1% | -5.0% |
| 3M | +3.3% | +9.4% | -6.1% | -7.3% |
| 6M | +57.4% | +10.8% | +46.7% | +39.7% |
| YTD | +118.6% | -0.4% | +119.0% | +120.0% |
| 1Y | +150.2% | -10.9% | +161.1% | +180.3% |
| All | +150.2% | -8.8% | +159.1% | +180.3% |
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