+644.6%
VRT vs ITUB
+125.3%
+519.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.0% | +1.7% | +2.8% |
| 7D | +13.6% | +8.2% | +5.4% | +9.8% |
| 30D | +6.8% | +4.7% | +2.1% | +4.4% |
| 3M | -3.2% | +13.0% | -16.2% | -8.5% |
| 6M | +20.3% | +4.2% | +16.2% | +17.8% |
| YTD | +79.6% | +18.6% | +61.0% | +70.1% |
| 1Y | +139.0% | +31.3% | +107.7% | +117.2% |
| 3Y | +644.6% | +124.9% | +519.7% | +470.8% |
| All | +644.6% | +125.3% | +519.3% | +470.8% |
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