+69.5%
VTV vs BAM
+78.0%
-8.4%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.9% | -0.4% |
| 7D | +0.5% | -2.0% | +2.5% | +1.0% |
| 30D | +1.1% | -2.9% | +4.0% | +1.7% |
| 3M | +5.9% | +9.4% | -3.5% | +3.3% |
| 6M | +11.6% | +10.8% | +0.9% | +8.3% |
| YTD | +19.8% | -0.4% | +20.3% | +19.0% |
| 1Y | +26.2% | -10.9% | +37.1% | +28.7% |
| 3Y | +68.5% | +61.3% | +7.2% | +46.0% |
| All | +69.5% | +78.0% | -8.4% | +43.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling