+37.9%
VSH vs BAM
+85.2%
-47.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.2% | -2.4% | -3.4% |
| 7D | +26.2% | -2.0% | +28.2% | +27.8% |
| 30D | -12.5% | +13.7% | -26.2% | -19.3% |
| 3M | -16.9% | -4.8% | -12.2% | -15.0% |
| 6M | -17.0% | +7.6% | -24.6% | -22.5% |
| YTD | +93.8% | +1.2% | +92.7% | +86.7% |
| 1Y | +99.3% | -2.3% | +101.6% | +97.1% |
| All | +37.9% | +85.2% | -47.3% | -9.8% |
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 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