+609.1%
DXPE vs VOO
+315.3%
+293.8%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -0.7% |
| 7D | +3.4% | -0.4% | +3.7% | +3.8% |
| 30D | -3.2% | -1.4% | -1.8% | -1.4% |
| 3M | +14.6% | +3.7% | +10.9% | +9.4% |
| 6M | +35.5% | +13.0% | +22.5% | +16.0% |
| YTD | +69.9% | +12.4% | +57.5% | +46.7% |
| 1Y | +55.5% | +18.6% | +36.9% | +26.1% |
| 3Y | +414.8% | +78.1% | +336.7% | +152.2% |
| 5Y | +556.7% | +82.3% | +474.4% | +204.4% |
| 10Y | +609.1% | +322.5% | +286.6% | -2.4% |
| All | +609.1% | +315.3% | +293.8% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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