+390.2%
VRT vs ITUB
+81.5%
+308.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.2% | +4.2% | +5.6% |
| 7D | +0.5% | +3.7% | -3.2% | -0.6% |
| 30D | -13.7% | -24.9% | +11.2% | -6.0% |
| 3M | -26.7% | +0.8% | -27.5% | -30.0% |
| 6M | -43.8% | -6.6% | -37.2% | -44.7% |
| YTD | +27.6% | +7.8% | +19.8% | +20.7% |
| 1Y | +15.5% | +7.4% | +8.1% | +9.1% |
| All | +390.2% | +81.5% | +308.7% | +279.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling