+40.1%
VG vs ITUB
+10.6%
+29.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.3% | 0.0% | +2.8% |
| 7D | -8.3% | +5.5% | -13.8% | -7.1% |
| 30D | -10.3% | -25.6% | +15.2% | -15.6% |
| 3M | -10.8% | -4.7% | -6.1% | -7.3% |
| 6M | +3.5% | -8.6% | +12.1% | +6.1% |
| YTD | +74.0% | +7.9% | +66.0% | +68.5% |
| All | +40.1% | +10.6% | +29.5% | +33.9% |
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