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Stock and ETF performance explorer

BWET price history and return analytics

vs
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Portfolio return
+4,566.2%
VT return
+83.0%
Excess return
+4,483.2%
Maximum drawdown
-56.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D+11.4%-0.9%+12.3%+11.4%
7D+30.9%-2.0%+32.9%+30.9%
30D+91.8%-1.4%+93.3%+91.7%
3M+242.5%+4.7%+237.8%+243.0%
6M+888.6%+11.4%+877.2%+907.1%
YTD+3,274.0%+13.1%+3,260.9%+3,347.9%
1Y+4,544.8%+19.0%+4,525.8%+4,672.2%
3Y+4,206.1%+73.9%+4,132.1%+3,899.0%
All+4,566.2%+83.0%+4,483.2%+4,406.1%

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