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Stock and ETF performance explorer

OMH price history and return analytics

vs
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Portfolio return
-98.8%
VT return
+91.4%
Excess return
-190.2%
Maximum drawdown
-99.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D-12.6%-0.5%-12.1%-14.0%
7D-24.9%+1.0%-25.9%-22.8%
30D-47.9%-0.2%-47.7%-47.9%
3M-91.4%+4.5%-95.9%-90.4%
6M-95.5%+14.1%-109.6%-93.4%
YTD-93.8%+14.8%-108.6%-90.9%
1Y-95.5%+21.2%-116.7%-92.0%
3Y-97.0%+76.6%-173.5%-93.3%
All-98.8%+91.4%-190.2%-97.1%

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