+643.2%
DXPE vs VT
+363.9%
+279.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.8% | +1.7% | -13.5% | -14.0% |
| 7D | -5.6% | -0.3% | -5.2% | -5.5% |
| 30D | -19.1% | -1.4% | -17.7% | -17.6% |
| 3M | -7.4% | -1.4% | -6.0% | -5.8% |
| 6M | -8.0% | +5.5% | -13.5% | -13.8% |
| YTD | +44.3% | +12.8% | +31.4% | +23.8% |
| 1Y | +29.5% | +15.4% | +14.1% | +8.3% |
| 3Y | +364.3% | +76.9% | +287.5% | +125.9% |
| 5Y | +356.0% | +60.4% | +295.6% | +147.2% |
| 10Y | +660.7% | +232.8% | +427.9% | +74.7% |
| All | +643.2% | +363.9% | +279.3% | +12.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling