+13.5%
VT vs ITUB
+5.6%
+7.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.3% |
| 7D | -1.6% | -8.1% | +6.5% | -0.5% |
| 30D | -2.5% | -17.9% | +15.4% | -1.1% |
| 3M | -1.3% | -16.9% | +15.6% | -0.2% |
| 6M | +3.1% | -17.3% | +20.4% | +4.2% |
| YTD | +10.9% | +0.6% | +10.4% | +8.5% |
| All | +13.5% | +5.6% | +7.9% | +8.6% |
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