+59.9%
VT vs ITUB
+181.9%
-122.0%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.0% | +0.7% |
| 7D | -0.7% | +3.7% | -4.4% | -1.4% |
| 30D | -1.7% | -24.9% | +23.2% | +3.0% |
| 3M | -2.3% | +0.8% | -3.1% | -3.9% |
| 6M | +1.5% | -6.6% | +8.1% | +1.2% |
| YTD | +12.0% | +7.8% | +4.2% | +8.3% |
| 1Y | +12.9% | +7.4% | +5.5% | +9.0% |
| 3Y | +74.9% | +78.8% | -3.8% | +51.1% |
| 5Y | +59.9% | +179.9% | -120.0% | +22.7% |
| All | +59.9% | +181.9% | -122.0% | +22.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling