+91.1%
VTI vs BAM
+88.1%
+3.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | 0.0% |
| 7D | -0.4% | +5.0% | -5.4% | -2.0% |
| 30D | -3.2% | +16.6% | -19.8% | -8.1% |
| 3M | -2.9% | +2.2% | -5.1% | -3.9% |
| 6M | +2.4% | +9.7% | -7.3% | -1.3% |
| YTD | +11.2% | +5.2% | +5.9% | +8.0% |
| 1Y | +11.6% | +3.9% | +7.7% | +8.8% |
| 3Y | +76.6% | +91.5% | -15.0% | +41.1% |
| All | +91.1% | +88.1% | +3.0% | +51.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling