+88.0%
BAM price history and return analytics
+85.5%
+2.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.9% | -3.3% |
| 7D | -2.9% | -0.7% | -2.2% | -2.1% |
| 30D | +14.7% | -1.7% | +16.4% | +17.3% |
| 3M | -4.1% | -2.3% | -1.8% | -1.1% |
| 6M | +9.6% | +1.5% | +8.1% | +6.9% |
| YTD | +3.4% | +12.0% | -8.6% | -12.4% |
| 1Y | +1.0% | +12.9% | -11.8% | -15.2% |
| 3Y | +88.2% | +74.9% | +13.3% | -13.6% |
| All | +88.0% | +85.5% | +2.5% | -19.5% |
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