+53.3%
V vs CRBG
+122.1%
-68.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.6% | +0.6% |
| 7D | -1.2% | +0.6% | -1.8% | -1.4% |
| 30D | +3.1% | +2.6% | +0.4% | +2.4% |
| 3M | +16.3% | +24.0% | -7.7% | +10.3% |
| 6M | +20.4% | +50.5% | -30.1% | +8.4% |
| YTD | +6.3% | +17.1% | -10.9% | +1.5% |
| 1Y | +8.7% | +5.9% | +2.8% | +6.2% |
| 3Y | +53.3% | +122.7% | -69.4% | +35.8% |
| All | +53.3% | +122.1% | -68.8% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 3y: compounded portfolio wealth divided by compounded CRBG 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…
3y analysis · Full analysis span regression · 6 months rolling