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Stock and ETF performance explorer

BNO price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+232.1%
VT return
+63.7%
Excess return
+168.4%
Maximum drawdown
-34.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 5y.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D+6.4%-0.9%+7.3%+6.5%
7D+12.9%-2.0%+14.9%+13.2%
30D+23.9%-1.4%+25.3%+24.1%
3M+22.7%+4.7%+17.9%+21.6%
6M+45.6%+11.4%+34.2%+41.9%
YTD+122.9%+13.1%+109.9%+115.7%
1Y+107.5%+19.0%+88.4%+96.9%
3Y+103.4%+73.9%+29.5%+65.6%
5Y+232.1%+65.4%+166.7%+187.2%
All+232.1%+63.7%+168.4%+187.2%

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