+558.1%
VRT vs CRBG
+122.1%
+436.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.4% | +2.2% | +2.8% |
| 7D | -8.4% | +0.6% | -8.9% | -8.7% |
| 30D | -10.9% | +2.6% | -13.5% | -12.3% |
| 3M | -13.7% | +24.0% | -37.7% | -24.5% |
| 6M | -4.1% | +50.5% | -54.6% | -26.6% |
| YTD | +58.7% | +17.1% | +41.6% | +41.0% |
| 1Y | +89.6% | +5.9% | +83.7% | +79.5% |
| 3Y | +558.1% | +122.7% | +435.4% | +351.4% |
| All | +558.1% | +122.1% | +436.0% | +351.4% |
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