+124.8%
VGT vs CRBG
+122.1%
+2.6%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.2% | +0.7% |
| 7D | -0.2% | +0.6% | -0.7% | -0.4% |
| 30D | -0.4% | +2.6% | -3.1% | -1.4% |
| 3M | +4.4% | +24.0% | -19.6% | -3.4% |
| 6M | +32.1% | +50.5% | -18.4% | +13.4% |
| YTD | +28.8% | +17.1% | +11.6% | +20.4% |
| 1Y | +35.3% | +5.9% | +29.5% | +31.0% |
| 3Y | +124.8% | +122.7% | +2.0% | +79.5% |
| All | +124.8% | +122.1% | +2.6% | +79.5% |
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 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