+118.0%
VTR vs BAM
+67.8%
+50.2%
-22.9%
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 | -2.9% | -3.9% | +1.0% | -2.3% |
| 30D | -2.8% | -8.8% | +6.0% | -1.5% |
| 3M | +9.0% | +2.2% | +6.8% | +8.1% |
| 6M | +5.0% | +5.9% | -1.0% | +3.1% |
| YTD | +16.9% | -6.1% | +23.0% | +17.3% |
| 1Y | +34.3% | -11.6% | +45.9% | +35.9% |
| 3Y | +131.6% | +51.7% | +79.9% | +95.7% |
| All | +118.0% | +67.8% | +50.2% | +77.3% |
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