+77.1%
IVV vs GRAB
+2.8%
+74.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.3% | 0.0% |
| 7D | -0.6% | +7.4% | -8.0% | -1.7% |
| 30D | -3.7% | +5.0% | -8.7% | -4.5% |
| 3M | -2.7% | -8.7% | +6.0% | -1.7% |
| 6M | +2.2% | -9.9% | +12.2% | +3.3% |
| YTD | +10.9% | -32.9% | +43.8% | +16.8% |
| 1Y | +11.3% | -43.2% | +54.5% | +20.1% |
| All | +77.1% | +2.8% | +74.3% | +72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 3y: compounded portfolio wealth divided by compounded GRAB 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…
3y analysis · Full analysis span regression · 6 months rolling