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Stock and ETF performance explorer

OIO price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-94.6%
VT return
+74.3%
Excess return
-168.9%
Maximum drawdown
-96.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D-7.8%-0.6%-7.1%-7.7%
7D-6.4%-0.1%-6.3%-6.4%
30D-1.8%-0.7%-1.2%-1.8%
3M-21.2%+4.0%-25.2%-21.4%
6M-83.5%+12.3%-95.8%-83.8%
YTD-86.7%+14.0%-100.7%-86.9%
1Y-85.3%+20.3%-105.6%-85.8%
3Y-50.2%+75.4%-125.6%-54.2%
All-94.6%+74.3%-168.9%-95.0%

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