+14.8%
IVV vs ITUB
+9.0%
+5.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.3% | -1.6% | +1.3% |
| 7D | -0.7% | -1.6% | +0.9% | -0.5% |
| 30D | -1.0% | -26.6% | +25.6% | +1.9% |
| 3M | -0.3% | -11.1% | +10.8% | -0.5% |
| 6M | +7.4% | -13.1% | +20.4% | +7.4% |
| YTD | +13.4% | +3.9% | +9.5% | +10.5% |
| 1Y | +14.8% | +9.8% | +5.1% | +9.6% |
| All | +14.8% | +9.0% | +5.8% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 1y: compounded portfolio wealth divided by compounded ITUB 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…
1y analysis · Full analysis span regression · 6 months rolling