+6.1%
CRBG vs VIK
+35.6%
-29.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.9% |
| 7D | +5.7% | -3.0% | +8.7% | +6.9% |
| 30D | +2.6% | -20.7% | +23.4% | +11.8% |
| 3M | +31.6% | -4.6% | +36.2% | +32.3% |
| 6M | +32.8% | +14.0% | +18.9% | +21.7% |
| YTD | +16.5% | +20.2% | -3.7% | +3.8% |
| All | +6.1% | +35.6% | -29.4% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 1y: compounded portfolio wealth divided by compounded VIK 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…
1y analysis · Full analysis span regression · 6 months rolling