+9.4%
VG vs ITUB
+30.7%
-21.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.0% | +0.2% | +2.9% |
| 7D | -2.5% | +8.2% | -10.8% | +0.6% |
| 30D | +11.1% | +4.7% | +6.4% | +13.2% |
| 3M | +14.9% | +13.0% | +1.9% | +21.3% |
| 6M | +18.4% | +4.2% | +14.2% | +20.3% |
| YTD | +116.6% | +18.6% | +98.0% | +97.4% |
| 1Y | +9.4% | +31.3% | -21.9% | -10.6% |
| All | +9.4% | +30.7% | -21.3% | -10.6% |
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