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Stock and ETF performance explorer

OLB price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-99.1%
VT return
+221.4%
Excess return
-320.5%
Maximum drawdown
-99.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D+4.6%-0.5%+5.1%+5.1%
7D-6.3%+1.0%-7.3%-7.3%
30D-10.7%-0.2%-10.5%-10.5%
3M-39.3%+4.5%-43.8%-41.8%
6M-56.3%+14.1%-70.3%-61.5%
YTD-55.9%+14.8%-70.7%-61.4%
1Y-76.6%+21.2%-97.8%-80.5%
3Y-95.7%+76.6%-172.2%-97.4%
5Y-99.5%+66.6%-166.1%-99.7%
10Y-99.1%+222.3%-321.4%-99.9%
All-99.1%+221.4%-320.5%-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 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