+93.8%
VTI vs BAM
+67.8%
+25.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.8% | +0.2% |
| 7D | -0.4% | -3.9% | +3.6% | +0.9% |
| 30D | -1.6% | -8.8% | +7.2% | +1.3% |
| 3M | +3.6% | +2.2% | +1.4% | +2.4% |
| 6M | +13.0% | +5.9% | +7.1% | +10.1% |
| YTD | +12.7% | -6.1% | +18.8% | +13.9% |
| 1Y | +18.4% | -11.6% | +30.0% | +21.8% |
| 3Y | +76.4% | +51.7% | +24.8% | +50.9% |
| All | +93.8% | +67.8% | +25.9% | +60.1% |
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