+139.0%
ITUB vs VOO
+812.0%
-673.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.5% | +2.6% |
| 7D | +8.2% | +0.5% | +7.7% | +7.6% |
| 30D | +4.7% | -0.9% | +5.6% | +5.8% |
| 3M | +13.0% | +3.9% | +9.1% | +8.2% |
| 6M | +4.2% | +14.5% | -10.4% | -10.0% |
| YTD | +18.6% | +13.0% | +5.6% | +4.2% |
| 1Y | +31.3% | +19.4% | +11.8% | +8.5% |
| 3Y | +124.9% | +78.9% | +46.0% | +16.2% |
| 5Y | +195.6% | +82.3% | +113.3% | +44.3% |
| 10Y | +196.4% | +314.2% | -117.8% | -51.0% |
| All | +139.0% | +812.0% | -673.0% | -85.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling