+822.6%
VOO vs ITUB
+136.0%
+686.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.5% | -1.0% |
| 7D | +0.5% | +8.2% | -7.7% | -1.2% |
| 30D | -0.9% | +4.7% | -5.6% | -2.0% |
| 3M | +3.9% | +13.0% | -9.1% | +1.0% |
| 6M | +14.5% | +4.2% | +10.4% | +13.0% |
| YTD | +13.0% | +18.6% | -5.6% | +8.2% |
| 1Y | +19.4% | +31.3% | -11.8% | +11.7% |
| 3Y | +78.9% | +124.9% | -46.0% | +47.4% |
| 5Y | +82.3% | +195.6% | -113.3% | +37.8% |
| 10Y | +314.2% | +196.4% | +117.8% | +190.9% |
| All | +822.6% | +136.0% | +686.6% | +520.7% |
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 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