+54.3%
VXUS vs ITUB
+186.4%
-132.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +2.0% | -0.1% |
| 7D | +0.3% | 0.0% | +0.3% | +0.3% |
| 30D | +0.7% | +2.6% | -1.9% | 0.0% |
| 3M | +4.8% | +8.4% | -3.7% | +2.6% |
| 6M | +11.3% | -0.5% | +11.9% | +11.1% |
| YTD | +16.5% | +15.3% | +1.2% | +12.6% |
| 1Y | +24.3% | +28.7% | -4.4% | +17.1% |
| 3Y | +74.5% | +118.7% | -44.2% | +46.5% |
| 5Y | +54.3% | +182.7% | -128.3% | +20.4% |
| All | +54.3% | +186.4% | -132.0% | +20.4% |
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