+52.8%
VIAV vs ITUB
+1,957.2%
-1,904.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.7% | -7.3% | -5.5% |
| 7D | +11.2% | +1.0% | +10.2% | +10.8% |
| 30D | -2.6% | +10.7% | -13.3% | -6.3% |
| 3M | -20.1% | +10.1% | -30.2% | -22.9% |
| 6M | +25.8% | -0.1% | +26.0% | +25.8% |
| YTD | +109.9% | +18.4% | +91.5% | +97.7% |
| 1Y | +214.3% | +31.3% | +183.0% | +184.4% |
| 3Y | +281.6% | +124.6% | +157.0% | +178.8% |
| 5Y | +132.6% | +192.0% | -59.4% | +46.5% |
| 10Y | +396.7% | +216.0% | +180.7% | +160.1% |
| All | +52.8% | +1,957.2% | -1,904.5% | -66.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling