+148.3%
VLO vs ITUB
+31.7%
+116.7%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.7% | -3.6% | -0.8% |
| 7D | +4.0% | +1.0% | +3.0% | +4.0% |
| 30D | +19.0% | +10.7% | +8.3% | +19.4% |
| 3M | +50.0% | +10.1% | +39.9% | +50.7% |
| 6M | +79.1% | -0.1% | +79.3% | +79.3% |
| YTD | +140.3% | +18.4% | +121.9% | +128.0% |
| 1Y | +148.3% | +31.3% | +117.1% | +124.6% |
| All | +148.3% | +31.7% | +116.7% | +124.6% |
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