+124.3%
IVV vs GRAB
-72.8%
+197.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +2.6% | -5.0% | +7.6% | +3.0% |
| 30D | -2.0% | +11.3% | -13.3% | -3.1% |
| 3M | -2.8% | -12.4% | +9.7% | -1.8% |
| 6M | +2.2% | -10.7% | +12.9% | +2.8% |
| YTD | +11.5% | -35.1% | +46.6% | +15.2% |
| 1Y | +13.5% | -41.5% | +55.0% | +18.3% |
| 3Y | +78.1% | -2.7% | +80.8% | +76.3% |
| 5Y | +73.1% | -80.2% | +153.3% | +74.6% |
| All | +124.3% | -72.8% | +197.1% | +125.7% |
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 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