+85.6%
VSAT vs BAM
+86.2%
-0.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.9% | +6.8% | +7.0% |
| 7D | -17.0% | +9.7% | -26.7% | -23.6% |
| 30D | -9.8% | +19.0% | -28.8% | -22.4% |
| 3M | -22.0% | +0.6% | -22.6% | -23.5% |
| 6M | -5.0% | +11.1% | -16.1% | -14.3% |
| YTD | +85.6% | +4.2% | +81.4% | +76.6% |
| 1Y | +80.2% | +3.3% | +76.9% | +73.2% |
| 3Y | +250.0% | +88.8% | +161.3% | +143.2% |
| All | +85.6% | +86.2% | -0.6% | +28.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling