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Stock and ETF performance explorer

BBGI price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+211.5%
VT return
+19.6%
Excess return
+191.9%
Maximum drawdown
-81.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D+0.3%+0.9%-0.6%-3.2%
7D-8.3%-1.1%-7.2%-4.1%
30D-26.6%-1.0%-25.6%-23.7%
3M-32.2%+3.2%-35.4%-41.8%
6M+307.9%+12.5%+295.4%+129.6%
YTD+218.4%+14.1%+204.3%+57.4%
1Y+211.5%+18.9%+192.6%+62.5%
All+211.5%+19.6%+191.9%+62.5%

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 1y: 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…

1y analysis · Full analysis span regression · 6 months rolling