+125.3%
IVV vs GRAB
-72.8%
+198.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.4% | -0.1% |
| 7D | +3.3% | -6.9% | +10.2% | +4.0% |
| 30D | -2.7% | +8.7% | -11.4% | -3.5% |
| 3M | -1.7% | -10.2% | +8.5% | -1.0% |
| 6M | +3.2% | -11.0% | +14.1% | +3.9% |
| YTD | +12.0% | -35.1% | +47.1% | +15.7% |
| 1Y | +12.1% | -44.0% | +56.1% | +17.3% |
| 3Y | +78.6% | -0.9% | +79.5% | +76.6% |
| 5Y | +73.8% | -80.2% | +154.0% | +75.3% |
| All | +125.3% | -72.8% | +198.0% | +126.7% |
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