+13.8%
VRT vs CRBG
+20.9%
-7.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +1.4% | -14.3% | -13.2% |
| 7D | -15.4% | +2.6% | -18.0% | -15.9% |
| 30D | -19.0% | +4.0% | -23.0% | -19.8% |
| 3M | -23.8% | +15.5% | -39.3% | -26.5% |
| 6M | -37.9% | +36.0% | -73.9% | -42.4% |
| YTD | +27.0% | +23.3% | +3.6% | +19.9% |
| 1Y | +13.8% | +19.9% | -6.1% | +10.1% |
| All | +13.8% | +20.9% | -7.1% | +10.1% |
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