+677.0%
VRT vs ITUB
+179.9%
+497.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.2% | +4.2% | +5.5% |
| 7D | +0.5% | +3.7% | -3.2% | -0.7% |
| 30D | -13.7% | -24.9% | +11.2% | -5.4% |
| 3M | -26.7% | +0.8% | -27.5% | -29.5% |
| 6M | -43.8% | -6.6% | -37.2% | -44.4% |
| YTD | +27.6% | +7.8% | +19.8% | +20.1% |
| 1Y | +15.5% | +7.4% | +8.1% | +8.6% |
| 3Y | +395.6% | +78.8% | +316.8% | +274.1% |
| All | +677.0% | +179.9% | +497.2% | +381.9% |
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