+348.3%
DXPE vs VT
+59.7%
+288.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.8% | +1.7% | -13.5% | -13.8% |
| 7D | -5.6% | -0.3% | -5.2% | -5.5% |
| 30D | -19.1% | -1.4% | -17.7% | -17.7% |
| 3M | -7.4% | -1.4% | -6.0% | -5.9% |
| 6M | -8.0% | +5.5% | -13.5% | -13.1% |
| YTD | +44.3% | +12.8% | +31.4% | +26.3% |
| 1Y | +29.5% | +15.4% | +14.1% | +11.0% |
| 3Y | +364.3% | +76.9% | +287.5% | +165.8% |
| All | +348.3% | +59.7% | +288.6% | +178.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling