+5.9%
CRBG vs VIK
+34.6%
-28.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.2% | +1.0% |
| 7D | +0.6% | -0.9% | +1.5% | +0.8% |
| 30D | +2.6% | -18.4% | +21.0% | +10.4% |
| 3M | +24.0% | -8.8% | +32.8% | +26.9% |
| 6M | +50.5% | +17.1% | +33.4% | +35.9% |
| YTD | +17.1% | +19.0% | -1.9% | +4.7% |
| 1Y | +5.9% | +30.1% | -24.3% | -10.6% |
| All | +5.9% | +34.6% | -28.7% | -10.6% |
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