+92.4%
ROIV vs ITUB
+9.0%
+83.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.3% | +2.8% | +5.4% |
| 7D | +3.0% | -1.6% | +4.6% | +3.3% |
| 30D | +6.8% | -26.6% | +33.5% | +13.3% |
| 3M | +10.5% | -11.1% | +21.6% | +11.2% |
| 6M | +34.8% | -13.1% | +47.9% | +35.7% |
| YTD | +76.2% | +3.9% | +72.3% | +79.1% |
| 1Y | +92.4% | +9.8% | +82.6% | +95.0% |
| All | +92.4% | +9.0% | +83.4% | +95.0% |
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