+407.7%
DXPE vs VOO
+80.1%
+327.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +2.1% |
| 7D | -1.0% | +0.1% | -1.1% | -1.2% |
| 30D | +9.3% | +0.1% | +9.2% | +9.1% |
| 3M | +14.1% | +2.0% | +12.1% | +10.9% |
| 6M | +28.6% | +13.0% | +15.6% | +8.0% |
| YTD | +67.6% | +13.6% | +54.0% | +40.0% |
| 1Y | +46.2% | +20.1% | +26.2% | +13.7% |
| All | +407.7% | +80.1% | +327.6% | +140.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling