+51.5%
IGV vs GRAB
-74.3%
+125.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.1% |
| 7D | -2.9% | -10.8% | +7.9% | -1.0% |
| 30D | -1.5% | -15.5% | +14.0% | +1.3% |
| 3M | +11.7% | -9.0% | +20.6% | +13.3% |
| 6M | +18.4% | -21.6% | +40.0% | +23.0% |
| YTD | -3.9% | -38.9% | +35.0% | +3.9% |
| 1Y | -9.7% | -44.8% | +35.2% | -0.8% |
| 3Y | +38.4% | -18.4% | +56.9% | +39.8% |
| 5Y | +21.6% | -71.6% | +93.2% | +26.3% |
| All | +51.5% | -74.3% | +125.9% | +56.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling