+120.6%
VLO vs ITUB
+9.0%
+111.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +3.3% | -9.0% | -5.6% |
| 7D | -6.0% | -1.6% | -4.3% | -6.0% |
| 30D | -12.9% | -26.6% | +13.7% | -13.9% |
| 3M | +18.3% | -11.1% | +29.4% | +18.0% |
| 6M | +46.4% | -13.1% | +59.5% | +46.1% |
| YTD | +127.7% | +3.9% | +123.9% | +117.6% |
| 1Y | +120.6% | +9.8% | +110.9% | +105.8% |
| All | +120.6% | +9.0% | +111.6% | +105.8% |
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