+33.2%
VRSN vs ITUB
+181.1%
-147.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | 0.0% |
| 7D | +1.4% | +1.9% | -0.5% | +1.3% |
| 30D | +3.9% | -22.2% | +26.0% | +5.3% |
| 3M | +9.3% | +2.7% | +6.6% | +8.3% |
| 6M | +6.7% | -3.0% | +9.6% | +5.9% |
| YTD | +30.0% | +7.5% | +22.5% | +26.7% |
| 1Y | +26.0% | +10.5% | +15.5% | +22.3% |
| 3Y | +53.1% | +81.0% | -27.9% | +38.3% |
| All | +33.2% | +181.1% | -147.9% | +13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling