+82.3%
IVV vs GRAB
-71.6%
+153.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.5% | +6.1% | +0.2% |
| 7D | -0.4% | -13.9% | +13.5% | +1.1% |
| 30D | -1.4% | -17.2% | +15.8% | +0.4% |
| 3M | +3.7% | -7.9% | +11.6% | +4.4% |
| 6M | +13.0% | -23.2% | +36.3% | +15.6% |
| YTD | +12.4% | -39.1% | +51.5% | +17.4% |
| 1Y | +18.6% | -42.5% | +61.1% | +24.3% |
| 3Y | +78.1% | -18.3% | +96.4% | +79.0% |
| 5Y | +82.3% | -71.7% | +154.0% | +77.5% |
| All | +82.3% | -71.6% | +153.9% | +77.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling