+75.0%
VTI vs ITUB
+186.2%
-111.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.5% | +0.8% |
| 7D | -0.9% | +2.2% | -3.1% | -1.3% |
| 30D | -1.4% | +12.6% | -14.1% | -3.7% |
| 3M | +3.6% | +6.4% | -2.8% | +2.1% |
| 6M | +13.6% | +0.6% | +13.0% | +13.0% |
| YTD | +12.9% | +18.8% | -5.9% | +8.6% |
| 1Y | +17.2% | +31.0% | -13.8% | +10.5% |
| 3Y | +75.7% | +118.1% | -42.4% | +49.1% |
| All | +75.0% | +186.2% | -111.1% | +38.4% |
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