+111.5%
ITUB vs VO
+56.0%
+55.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -1.9% | -2.2% |
| 7D | 0.0% | -0.6% | +0.6% | +0.5% |
| 30D | +2.6% | -1.9% | +4.5% | +4.1% |
| 3M | +8.4% | +3.3% | +5.2% | +5.7% |
| 6M | -0.5% | +9.7% | -10.2% | -7.4% |
| YTD | +15.3% | +12.6% | +2.7% | +5.8% |
| 1Y | +28.7% | +13.6% | +15.1% | +17.4% |
| All | +111.5% | +56.0% | +55.5% | +52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling