+87.0%
VTRS vs BAM
+50.2%
+36.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | 0.0% |
| 7D | -3.5% | -3.9% | +0.5% | -2.4% |
| 30D | +2.1% | -8.8% | +10.9% | +4.6% |
| 3M | +2.6% | +2.2% | +0.4% | +1.5% |
| 6M | +17.8% | +5.9% | +11.8% | +15.0% |
| YTD | +35.7% | -6.1% | +41.8% | +36.5% |
| 1Y | +63.5% | -11.6% | +75.1% | +66.6% |
| All | +87.0% | +50.2% | +36.7% | +59.4% |
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