+59.7%
VIK vs ITUB
+9.0%
+50.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.3% | +2.9% | +5.4% |
| 7D | +5.4% | -1.6% | +7.0% | +5.8% |
| 30D | +12.5% | -26.6% | +39.1% | +20.3% |
| 3M | -15.2% | -11.1% | -4.1% | -16.4% |
| 6M | +15.4% | -13.1% | +28.4% | +14.5% |
| YTD | +27.7% | +3.9% | +23.8% | +25.2% |
| 1Y | +59.7% | +9.8% | +50.0% | +60.5% |
| All | +59.7% | +9.0% | +50.7% | +60.5% |
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