+124.8%
IVV vs GRAB
-74.7%
+199.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.5% |
| 7D | -2.0% | -12.0% | +10.0% | -0.9% |
| 30D | -1.6% | -19.5% | +17.9% | +0.3% |
| 3M | +4.8% | -8.0% | +12.7% | +5.4% |
| 6M | +12.6% | -22.2% | +34.8% | +14.9% |
| YTD | +11.8% | -39.7% | +51.5% | +16.5% |
| 1Y | +17.6% | -43.2% | +60.8% | +23.0% |
| 3Y | +77.0% | -19.1% | +96.1% | +78.0% |
| 5Y | +82.6% | -72.0% | +154.6% | +82.3% |
| All | +124.8% | -74.7% | +199.5% | +128.2% |
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