+14.4%
VGT vs CRBG
+15.6%
-1.3%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.5% |
| 7D | -7.2% | -2.1% | -5.2% | -6.6% |
| 30D | -16.1% | -0.9% | -15.2% | -15.8% |
| 3M | -9.2% | +1.0% | -10.1% | -9.3% |
| 6M | -0.7% | +23.5% | -24.2% | -5.9% |
| YTD | +15.6% | +16.0% | -0.5% | +10.5% |
| 1Y | +14.4% | +17.9% | -3.5% | +8.7% |
| All | +14.4% | +15.6% | -1.3% | +8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling