+118.1%
VSH vs ITUB
+31.4%
+86.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.4% | +5.8% | +6.0% |
| 7D | +4.8% | +2.2% | +2.6% | +3.6% |
| 30D | -0.7% | +12.6% | -13.3% | -6.7% |
| 3M | -43.1% | +6.4% | -49.5% | -44.9% |
| 6M | +91.8% | +0.6% | +91.2% | +88.5% |
| YTD | +131.6% | +18.8% | +112.8% | +109.6% |
| 1Y | +118.1% | +31.0% | +87.1% | +77.3% |
| All | +118.1% | +31.4% | +86.7% | +77.3% |
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