+71.2%
VTRS vs BAM
+66.1%
+5.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.5% |
| 7D | -3.3% | -6.1% | +2.8% | -1.7% |
| 30D | +1.4% | -13.8% | +15.2% | +5.4% |
| 3M | +4.6% | +4.4% | +0.3% | +2.9% |
| 6M | +18.1% | +6.4% | +11.7% | +15.3% |
| YTD | +34.7% | -7.1% | +41.7% | +35.9% |
| 1Y | +65.6% | -11.8% | +77.4% | +68.9% |
| 3Y | +83.8% | +50.2% | +33.6% | +59.9% |
| All | +71.2% | +66.1% | +5.0% | +43.8% |
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