-0.8%
VCIT vs ITUB
+8.1%
-9.0%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.2% |
| 7D | +0.1% | +3.7% | -3.6% | 0.0% |
| 30D | +1.9% | -24.1% | +26.0% | +2.5% |
| 3M | -1.4% | -9.6% | +8.1% | -1.6% |
| 6M | -2.1% | -11.5% | +9.4% | -2.3% |
| YTD | -1.6% | +5.5% | -7.2% | -2.4% |
| All | -0.8% | +8.1% | -9.0% | -1.7% |
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