+11.4%
VT vs BAM
+2.7%
+8.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | 0.0% |
| 7D | -2.3% | +9.7% | -12.0% | -4.5% |
| 30D | -5.0% | +19.0% | -23.9% | -9.0% |
| 3M | -4.9% | +0.6% | -5.4% | -5.1% |
| 6M | -1.5% | +11.1% | -12.6% | -4.6% |
| YTD | +8.5% | +4.2% | +4.3% | +5.7% |
| 1Y | +11.4% | +3.3% | +8.0% | +8.6% |
| All | +11.4% | +2.7% | +8.7% | +8.6% |
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