+281.2%
VZ vs ITUB
+1,733.1%
-1,451.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.8% | +0.9% |
| 7D | +2.4% | +4.9% | -2.5% | +1.5% |
| 30D | +11.2% | -27.2% | +38.4% | +16.9% |
| 3M | 0.0% | -6.1% | +6.1% | +0.1% |
| 6M | +1.3% | -10.7% | +12.0% | +2.1% |
| YTD | +21.3% | +5.5% | +15.7% | +18.0% |
| 1Y | +23.9% | +7.8% | +16.1% | +20.0% |
| 3Y | +57.7% | +75.0% | -17.3% | +38.2% |
| 5Y | +21.2% | +178.6% | -157.4% | -4.7% |
| 10Y | +70.6% | +162.9% | -92.3% | +24.5% |
| All | +281.2% | +1,733.1% | -1,451.9% | +60.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling