+107.4%
VEA vs CRBG
+117.3%
-9.9%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.4% | +0.7% |
| 7D | -1.5% | +0.6% | -2.0% | -1.6% |
| 30D | -0.8% | +2.6% | -3.5% | -1.5% |
| 3M | +2.5% | +24.0% | -21.5% | -2.8% |
| 6M | +11.1% | +50.5% | -39.4% | +0.5% |
| YTD | +17.2% | +17.1% | 0.0% | +11.8% |
| 1Y | +24.5% | +5.9% | +18.6% | +21.3% |
| 3Y | +75.4% | +122.7% | -47.3% | +38.2% |
| All | +107.4% | +117.3% | -9.9% | +64.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling