+205.8%
RSP vs BTG
+159.3%
+46.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.8% |
| 7D | -1.9% | -3.8% | +1.9% | -1.6% |
| 30D | -2.8% | +3.6% | -6.4% | -3.1% |
| 3M | +2.8% | +32.0% | -29.2% | +0.5% |
| 6M | +10.2% | +3.4% | +6.8% | +9.2% |
| YTD | +13.1% | +20.8% | -7.7% | +10.5% |
| 1Y | +14.8% | +22.4% | -7.6% | +11.6% |
| 3Y | +52.6% | +91.7% | -39.1% | +41.9% |
| 5Y | +51.6% | +79.0% | -27.4% | +40.7% |
| All | +205.8% | +159.3% | +46.6% | +183.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 10y: compounded portfolio wealth divided by compounded BTG 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…
10y analysis · Full analysis span regression · 6 months rolling