+102.0%
VT vs CRBG
+117.3%
-15.2%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.5% |
| 7D | -1.1% | +0.6% | -1.7% | -1.3% |
| 30D | -1.0% | +2.6% | -3.6% | -1.7% |
| 3M | +3.2% | +24.0% | -20.8% | -2.7% |
| 6M | +12.5% | +50.5% | -38.0% | +0.4% |
| YTD | +14.1% | +17.1% | -3.1% | +8.3% |
| 1Y | +18.9% | +5.9% | +13.0% | +15.7% |
| 3Y | +74.1% | +122.7% | -48.6% | +34.9% |
| All | +102.0% | +117.3% | -15.2% | +58.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling