+270.1%
VSAT vs ITUB
+81.0%
+189.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.2% | -7.1% | -6.0% |
| 7D | +5.9% | +1.9% | +4.0% | +5.0% |
| 30D | +9.7% | -22.2% | +31.9% | +20.8% |
| 3M | -18.3% | +2.7% | -21.0% | -25.7% |
| 6M | -4.1% | -3.0% | -1.1% | -9.1% |
| YTD | +96.5% | +7.5% | +89.0% | +76.0% |
| 1Y | +89.3% | +10.5% | +78.8% | +66.8% |
| 3Y | +270.1% | +81.0% | +189.1% | +155.8% |
| All | +270.1% | +81.0% | +189.1% | +155.8% |
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