+89.6%
VRT vs CRBG
+7.7%
+81.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.4% | +2.2% | +3.3% |
| 7D | -8.4% | +0.6% | -8.9% | -8.5% |
| 30D | -10.9% | +2.6% | -13.5% | -11.4% |
| 3M | -13.7% | +24.0% | -37.7% | -17.6% |
| 6M | -4.1% | +50.5% | -54.6% | -12.9% |
| YTD | +58.7% | +17.1% | +41.6% | +52.5% |
| 1Y | +89.6% | +5.9% | +83.7% | +84.6% |
| All | +89.6% | +7.7% | +81.9% | +84.6% |
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