+21.2%
VZ vs GRAB
-77.4%
+98.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.2% | +0.6% |
| 7D | +2.4% | +7.4% | -5.0% | +2.3% |
| 30D | +11.2% | +5.0% | +6.2% | +11.1% |
| 3M | 0.0% | -8.7% | +8.7% | +0.1% |
| 6M | +1.3% | -9.9% | +11.2% | +1.4% |
| YTD | +21.3% | -32.9% | +54.1% | +21.7% |
| 1Y | +23.9% | -43.2% | +67.2% | +24.8% |
| 3Y | +57.7% | +2.4% | +55.2% | +55.9% |
| 5Y | +21.2% | -77.9% | +99.1% | +17.3% |
| All | +21.2% | -77.4% | +98.6% | +17.3% |
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