+9.5%
ABEV vs VT
+53.2%
-43.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.1% | +5.2% | +3.8% |
| 7D | +4.5% | -4.2% | +8.7% | +7.4% |
| 30D | -13.4% | -5.8% | -7.6% | -10.0% |
| 3M | -7.5% | -5.2% | -2.2% | -4.3% |
| 6M | -16.6% | +0.1% | -16.7% | -17.1% |
| YTD | +13.8% | +8.2% | +5.6% | +7.4% |
| 1Y | +16.2% | +10.1% | +6.0% | +8.3% |
| 3Y | +19.1% | +69.7% | -50.5% | -18.9% |
| 5Y | +9.5% | +53.4% | -43.9% | -20.0% |
| All | +9.5% | +53.2% | -43.7% | -20.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling