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Stock and ETF performance explorer

BIOX price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-96.9%
VT return
+65.7%
Excess return
-162.6%
Maximum drawdown
-98.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 5y.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D-0.9%+0.9%-1.8%-1.7%
7D-3.5%-1.1%-2.3%-2.6%
30D+10.3%-1.0%+11.2%+11.1%
3M-1.4%+3.2%-4.6%-4.0%
6M-19.3%+12.5%-31.8%-26.4%
YTD-68.0%+14.1%-82.1%-71.0%
1Y-80.0%+18.9%-98.9%-82.4%
3Y-96.4%+74.1%-170.5%-97.5%
All-96.9%+65.7%-162.6%-97.9%

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