+91.4%
BAM price history and return analytics
+83.4%
+7.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.6% |
| 7D | +5.0% | -0.1% | +5.1% | +5.1% |
| 30D | +16.6% | -3.1% | +19.6% | +21.5% |
| 3M | +2.2% | -3.5% | +5.7% | +7.2% |
| 6M | +9.7% | +0.5% | +9.2% | +8.5% |
| YTD | +5.2% | +10.8% | -5.5% | -9.4% |
| 1Y | +3.9% | +11.9% | -8.0% | -11.7% |
| 3Y | +91.5% | +73.0% | +18.6% | -10.7% |
| All | +91.4% | +83.4% | +7.9% | -16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling