+213.2%
RSP vs BTI
+125.1%
+88.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.4% |
| 7D | +0.7% | -0.1% | +0.9% | +0.7% |
| 30D | +3.7% | +9.6% | -5.9% | +0.6% |
| 3M | +0.7% | +8.3% | -7.6% | -2.1% |
| 6M | +9.0% | +7.5% | +1.6% | +5.7% |
| YTD | +16.7% | +12.3% | +4.4% | +11.0% |
| 1Y | +19.0% | +16.2% | +2.7% | +11.8% |
| 3Y | +64.7% | +148.0% | -83.3% | +15.9% |
| 5Y | +49.6% | +153.2% | -103.7% | +3.2% |
| 10Y | +213.2% | +128.2% | +84.9% | +113.7% |
| All | +213.2% | +125.1% | +88.1% | +113.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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