+211.0%
RSP vs BTG
+164.8%
+46.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.3% |
| 7D | +2.4% | -9.1% | +11.4% | +3.1% |
| 30D | +4.3% | -1.6% | +5.9% | +4.3% |
| 3M | -0.3% | -2.8% | +2.5% | -0.4% |
| 6M | +9.8% | -7.6% | +17.4% | +9.8% |
| YTD | +16.8% | +10.2% | +6.6% | +14.6% |
| 1Y | +19.5% | +21.3% | -1.8% | +16.3% |
| 3Y | +65.1% | +82.7% | -17.5% | +53.6% |
| 5Y | +48.7% | +30.8% | +17.9% | +39.9% |
| All | +211.0% | +164.8% | +46.1% | +190.3% |
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