+58.3%
VZ vs CRBG
+114.2%
-55.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.4% |
| 7D | -1.2% | -1.6% | +0.4% | -1.1% |
| 30D | +5.7% | +2.4% | +3.3% | +5.6% |
| 3M | +8.2% | +26.8% | -18.6% | +6.7% |
| 6M | +1.7% | +41.5% | -39.8% | -0.4% |
| YTD | +28.9% | +15.5% | +13.4% | +27.5% |
| 1Y | +22.7% | +6.6% | +16.2% | +22.2% |
| 3Y | +82.7% | +121.6% | -38.9% | +60.8% |
| All | +58.3% | +114.2% | -55.9% | +41.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling