+125.1%
ITUB vs VLTO
+26.2%
+98.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.8% | +2.8% | +2.1% |
| 7D | +8.2% | -1.6% | +9.8% | +8.5% |
| 30D | +4.7% | -2.9% | +7.6% | +5.2% |
| 3M | +13.0% | +12.7% | +0.3% | +10.2% |
| 6M | +4.2% | +1.6% | +2.6% | +3.8% |
| YTD | +18.6% | -4.0% | +22.5% | +19.3% |
| 1Y | +31.3% | -10.2% | +41.4% | +33.8% |
| All | +125.1% | +26.2% | +98.9% | +113.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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