+69.6%
VXUS vs ITUB
+81.5%
-11.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.2% | -1.2% | +0.5% |
| 7D | -0.5% | +3.7% | -4.2% | -1.3% |
| 30D | -1.2% | -24.9% | +23.7% | +4.6% |
| 3M | -3.8% | +0.8% | -4.6% | -6.4% |
| 6M | -1.7% | -6.6% | +5.0% | -2.4% |
| YTD | +11.4% | +7.8% | +3.6% | +6.5% |
| 1Y | +13.3% | +7.4% | +6.0% | +8.2% |
| All | +69.6% | +81.5% | -11.8% | +39.6% |
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 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