+78.8%
IVV vs GRAB
-11.7%
+90.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | +0.2% |
| 7D | +0.5% | -6.1% | +6.6% | +1.5% |
| 30D | -1.0% | -11.2% | +10.2% | +0.8% |
| 3M | +3.9% | -2.4% | +6.3% | +4.0% |
| 6M | +14.5% | -18.3% | +32.8% | +17.6% |
| YTD | +12.9% | -34.9% | +47.8% | +19.8% |
| 1Y | +19.4% | -37.4% | +56.7% | +27.0% |
| 3Y | +78.8% | -12.6% | +91.4% | +76.1% |
| All | +78.8% | -11.7% | +90.5% | +76.1% |
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