+16.9%
CRBG vs VLTO
+17.3%
-0.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.4% | -5.1% | -5.4% |
| 7D | -3.0% | +12.0% | -15.0% | -5.6% |
| 30D | -2.6% | +20.8% | -23.5% | -7.3% |
| 3M | +2.7% | +20.1% | -17.5% | -2.1% |
| 6M | +22.2% | +32.6% | -10.4% | +13.7% |
| YTD | +16.5% | +17.3% | -0.8% | +13.1% |
| 1Y | +16.9% | +17.3% | -0.4% | +13.4% |
| All | +16.9% | +17.3% | -0.4% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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