+112.0%
VSH vs ITUB
+30.8%
+81.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.9% | +5.3% | +4.9% |
| 7D | +4.1% | +8.7% | -4.7% | -0.4% |
| 30D | -4.2% | -0.7% | -3.5% | -4.0% |
| 3M | -50.0% | +7.8% | -57.8% | -51.9% |
| 6M | +80.2% | -3.4% | +83.6% | +81.1% |
| YTD | +121.1% | +16.3% | +104.8% | +101.9% |
| 1Y | +112.0% | +29.8% | +82.2% | +74.8% |
| All | +112.0% | +30.8% | +81.2% | +74.8% |
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 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