+208.2%
ITUB price history and return analytics
+229.8%
-21.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.6% |
| 7D | +2.2% | -1.1% | +3.3% | +3.4% |
| 30D | +12.6% | -1.0% | +13.6% | +13.8% |
| 3M | +6.4% | +3.2% | +3.3% | +2.6% |
| 6M | +0.6% | +12.5% | -11.9% | -11.6% |
| YTD | +18.8% | +14.1% | +4.8% | +3.3% |
| 1Y | +31.0% | +18.9% | +12.1% | +8.8% |
| 3Y | +118.1% | +74.1% | +44.0% | +17.3% |
| 5Y | +193.0% | +66.9% | +126.2% | +63.6% |
| All | +208.2% | +229.8% | -21.6% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling