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Stock and ETF performance explorer

BIVI price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-99.8%
VT return
+119.7%
Excess return
-219.5%
Maximum drawdown
-100.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D-4.8%-0.6%-4.2%-3.8%
7D-3.0%-0.1%-2.8%-2.7%
30D+79.1%-0.7%+79.8%+81.8%
3M+18.0%+4.0%+14.0%+11.1%
6M+41.7%+12.3%+29.4%+18.4%
YTD+69.8%+14.0%+55.8%+38.9%
1Y+10.1%+20.3%-10.2%-17.0%
3Y-99.4%+75.4%-174.9%-99.7%
5Y-99.7%+66.0%-165.7%-99.9%
All-99.8%+119.7%-219.5%-99.9%

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 all: 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…

all analysis · Full analysis span regression · 6 months rolling