+21.5%
VTR vs CRBG
+23.4%
-1.8%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.9% | +0.9% |
| 7D | +3.8% | +0.5% | +3.3% | +3.8% |
| 30D | +10.1% | +5.3% | +4.8% | +9.9% |
| 3M | -1.2% | +4.9% | -6.0% | -1.3% |
| 6M | +4.8% | +33.6% | -28.8% | +4.1% |
| YTD | +18.9% | +22.2% | -3.3% | +16.5% |
| All | +21.5% | +23.4% | -1.8% | +19.5% |
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 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