+192.0%
ITUB vs VOO
+80.3%
+111.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +3.1% |
| 7D | +1.0% | -2.0% | +3.0% | +2.3% |
| 30D | +10.7% | -1.7% | +12.4% | +12.0% |
| 3M | +10.1% | +4.7% | +5.3% | +6.6% |
| 6M | -0.1% | +12.6% | -12.7% | -7.6% |
| YTD | +18.4% | +11.8% | +6.7% | +10.2% |
| 1Y | +31.3% | +17.5% | +13.7% | +18.5% |
| 3Y | +124.6% | +77.0% | +47.6% | +56.4% |
| 5Y | +192.0% | +82.6% | +109.4% | +92.3% |
| All | +192.0% | +80.3% | +111.6% | +92.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling