+208.2%
ITUB vs VOO
+325.3%
-117.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | -0.4% |
| 7D | +2.2% | -0.8% | +3.0% | +2.9% |
| 30D | +12.6% | -1.1% | +13.7% | +13.7% |
| 3M | +6.4% | +3.9% | +2.5% | +2.5% |
| 6M | +0.6% | +13.6% | -13.0% | -10.6% |
| YTD | +18.8% | +12.7% | +6.1% | +6.6% |
| 1Y | +31.0% | +17.6% | +13.4% | +13.0% |
| 3Y | +118.1% | +77.3% | +40.8% | +25.3% |
| 5Y | +193.0% | +84.1% | +108.9% | +58.6% |
| All | +208.2% | +325.3% | -117.1% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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