+83.5%
CRL vs VIG
+19.5%
+63.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +2.1% | -9.4% | -10.6% |
| 7D | -12.8% | +2.7% | -15.5% | -16.8% |
| 30D | +5.0% | +7.0% | -2.0% | -6.9% |
| 3M | +39.4% | +4.0% | +35.4% | +30.2% |
| 6M | +89.4% | +12.3% | +77.1% | +53.6% |
| YTD | +63.6% | +16.4% | +47.2% | +24.5% |
| 1Y | +83.5% | +19.2% | +64.2% | +33.5% |
| All | +83.5% | +19.5% | +63.9% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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