+27.4%
VSH vs BAM
+61.4%
-34.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.6% | +3.8% | +4.1% |
| 7D | +4.1% | -2.0% | +6.0% | +5.3% |
| 30D | -4.2% | -2.9% | -1.2% | -3.0% |
| 3M | -50.0% | +9.4% | -59.4% | -53.2% |
| 6M | +80.2% | +10.8% | +69.4% | +65.4% |
| YTD | +121.1% | -0.4% | +121.5% | +116.1% |
| 1Y | +112.0% | -10.9% | +122.9% | +124.1% |
| All | +27.4% | +61.4% | -34.0% | -10.8% |
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