+34.0%
VSH vs ITUB
+114.2%
-80.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.8% | +3.5% | +1.8% |
| 7D | +3.5% | 0.0% | +3.5% | +3.4% |
| 30D | -4.4% | +2.6% | -7.0% | -5.6% |
| 3M | -45.8% | +8.4% | -54.2% | -47.7% |
| 6M | +90.1% | -0.5% | +90.7% | +89.1% |
| YTD | +120.3% | +15.3% | +105.0% | +108.2% |
| 1Y | +112.2% | +28.7% | +83.5% | +92.3% |
| All | +34.0% | +114.2% | -80.2% | -0.5% |
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