+353.9%
VST vs CRBG
+122.1%
+231.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.2% |
| 7D | -0.6% | +0.6% | -1.2% | -1.0% |
| 30D | +1.2% | +2.6% | -1.5% | -0.3% |
| 3M | +1.5% | +24.0% | -22.5% | -10.1% |
| 6M | -6.5% | +50.5% | -57.0% | -26.4% |
| YTD | -7.8% | +17.1% | -24.9% | -16.8% |
| 1Y | -26.9% | +5.9% | -32.8% | -30.2% |
| 3Y | +353.9% | +122.7% | +231.2% | +238.5% |
| All | +353.9% | +122.1% | +231.8% | +238.5% |
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