+141.8%
ITUB price history and return analytics
+357.8%
-216.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -1.5% |
| 7D | +1.1% | +2.9% | -1.8% | -2.8% |
| 30D | -25.4% | -2.5% | -22.9% | -23.1% |
| 3M | -0.3% | -3.3% | +3.0% | +4.2% |
| 6M | -8.0% | +1.5% | -9.5% | -10.6% |
| YTD | +5.2% | +11.4% | -6.1% | -9.6% |
| 1Y | +7.4% | +11.9% | -4.5% | -8.4% |
| 3Y | +74.5% | +73.9% | +0.6% | -22.3% |
| 5Y | +175.8% | +57.9% | +117.9% | +35.3% |
| 10Y | +164.4% | +222.6% | -58.2% | -56.3% |
| All | +141.8% | +357.8% | -216.0% | -73.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling