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Stock and ETF performance explorer

SSRM price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+37.1%
VT return
+374.2%
Excess return
-337.1%
Maximum drawdown
-89.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D-4.5%0.0%-4.5%-4.5%
7D-0.4%+0.4%-0.8%-0.7%
30D+28.2%+1.0%+27.3%+27.3%
3M+26.2%+2.4%+23.8%+24.3%
6M+11.8%+12.0%-0.2%+2.6%
YTD+69.6%+15.3%+54.3%+52.4%
1Y+82.2%+22.6%+59.6%+55.3%
3Y+153.2%+74.7%+78.6%+60.2%
5Y+129.7%+66.1%+63.6%+50.0%
10Y+206.2%+225.0%-18.8%-1.6%
All+37.1%+374.2%-337.1%-78.1%

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