+208.2%
ITUB vs VEU
+155.0%
+53.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.7% | -0.9% |
| 7D | +2.2% | -1.4% | +3.6% | +3.9% |
| 30D | +12.6% | -0.4% | +13.0% | +13.1% |
| 3M | +6.4% | +2.5% | +3.9% | +2.8% |
| 6M | +0.6% | +11.1% | -10.6% | -11.8% |
| YTD | +18.8% | +16.5% | +2.3% | -1.0% |
| 1Y | +31.0% | +22.9% | +8.1% | +2.4% |
| 3Y | +118.1% | +73.4% | +44.7% | +11.6% |
| 5Y | +193.0% | +56.1% | +136.9% | +70.7% |
| All | +208.2% | +155.0% | +53.2% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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