+13.8%
VRT vs ITUB
+9.0%
+4.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +3.3% | -16.2% | -13.7% |
| 7D | -15.4% | -1.6% | -13.8% | -15.0% |
| 30D | -19.0% | -26.6% | +7.7% | -11.7% |
| 3M | -23.8% | -11.1% | -12.8% | -24.6% |
| 6M | -37.9% | -13.1% | -24.8% | -37.7% |
| YTD | +27.0% | +3.9% | +23.1% | +25.5% |
| 1Y | +13.8% | +9.8% | +4.0% | +4.6% |
| All | +13.8% | +9.0% | +4.8% | +4.6% |
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