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Stock and ETF performance explorer

MDB price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+1,010.1%
VT return
+169.4%
Excess return
+840.7%
Maximum drawdown
-76.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D-3.5%-0.5%-3.0%-2.6%
7D-18.0%+1.0%-19.0%-19.4%
30D-10.7%-0.2%-10.5%-10.3%
3M+1.0%+4.5%-3.6%-6.3%
6M+31.6%+14.1%+17.6%+5.3%
YTD-15.2%+14.8%-29.9%-32.2%
1Y+10.1%+21.2%-11.1%-19.4%
3Y-5.6%+76.6%-82.2%-61.1%
5Y-24.5%+66.6%-91.1%-62.9%
All+1,010.1%+169.4%+840.7%+216.4%

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 10y: 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…

10y analysis · Full analysis span regression · 6 months rolling