+182.7%
ITUB vs VO
+42.2%
+140.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -1.9% | -2.2% |
| 7D | 0.0% | -0.6% | +0.6% | +0.4% |
| 30D | +2.6% | -1.9% | +4.5% | +3.9% |
| 3M | +8.4% | +3.3% | +5.2% | +6.0% |
| 6M | -0.5% | +9.7% | -10.2% | -6.4% |
| YTD | +15.3% | +12.6% | +2.7% | +6.9% |
| 1Y | +28.7% | +13.6% | +15.1% | +18.7% |
| 3Y | +118.7% | +56.8% | +61.9% | +64.1% |
| 5Y | +182.7% | +42.3% | +140.4% | +119.4% |
| All | +182.7% | +42.2% | +140.4% | +119.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling