+120.7%
VLO vs ITUB
+8.3%
+112.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.9% | +1.4% |
| 7D | +9.6% | +1.9% | +7.7% | +9.8% |
| 30D | -17.4% | -22.2% | +4.8% | -18.2% |
| 3M | +10.8% | +2.7% | +8.1% | +11.8% |
| 6M | +56.9% | -3.0% | +59.9% | +57.9% |
| YTD | +136.8% | +7.5% | +129.3% | +128.2% |
| 1Y | +120.7% | +10.5% | +110.2% | +112.7% |
| All | +120.7% | +8.3% | +112.3% | +112.7% |
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