+192.0%
ITUB price history and return analytics
+63.7%
+128.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.9% | +3.6% | +3.4% |
| 7D | +1.0% | -2.0% | +3.0% | +2.6% |
| 30D | +10.7% | -1.4% | +12.1% | +12.0% |
| 3M | +10.1% | +4.7% | +5.3% | +5.8% |
| 6M | -0.1% | +11.4% | -11.5% | -8.5% |
| YTD | +18.4% | +13.1% | +5.4% | +7.6% |
| 1Y | +31.3% | +19.0% | +12.3% | +14.8% |
| 3Y | +124.6% | +73.9% | +50.7% | +47.6% |
| 5Y | +192.0% | +65.4% | +126.6% | +99.2% |
| All | +192.0% | +63.7% | +128.3% | +99.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling