+89.4%
BAM price history and return analytics
+79.6%
+9.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.6% |
| 7D | +9.7% | -2.3% | +12.0% | +13.3% |
| 30D | +19.0% | -5.0% | +23.9% | +27.4% |
| 3M | +0.6% | -4.9% | +5.4% | +7.6% |
| 6M | +11.1% | -1.5% | +12.6% | +13.0% |
| YTD | +4.2% | +8.5% | -4.3% | -7.7% |
| 1Y | +3.3% | +11.4% | -8.0% | -11.8% |
| 3Y | +88.8% | +70.1% | +18.7% | -9.9% |
| All | +89.4% | +79.6% | +9.8% | -15.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling