Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Stock and ETF performance explorer

TRIB price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+718.3%
VT return
+23.3%
Excess return
+694.9%
Maximum drawdown
-73.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D-2.0%0.0%-2.0%-2.1%
7D-2.8%+0.4%-3.2%-1.0%
30D-12.7%+1.0%-13.7%-8.4%
3M+1,283.8%+2.4%+1,281.4%+1,731.3%
6M+1,244.3%+12.0%+1,232.3%+1,521.3%
YTD+1,091.1%+15.3%+1,075.8%+1,246.9%
1Y+718.3%+22.6%+695.7%+735.5%
All+718.3%+23.3%+694.9%+735.5%

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 1y: 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…

1y analysis · Full analysis span regression · 6 months rolling