Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Stock and ETF performance explorer

DXPE price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+582.2%
VT return
+221.4%
Excess return
+360.8%
Maximum drawdown
-77.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D+2.7%-0.5%+3.2%+3.5%
7D+3.2%+1.0%+2.2%+1.7%
30D-1.7%-0.2%-1.5%-1.4%
3M+18.1%+4.5%+13.5%+11.1%
6M+39.7%+14.1%+25.6%+16.5%
YTD+72.2%+14.8%+57.4%+42.6%
1Y+54.1%+21.2%+32.9%+18.9%
3Y+421.6%+76.6%+345.1%+142.0%
5Y+569.4%+66.6%+502.8%+232.1%
10Y+582.2%+222.3%+359.9%+31.2%
All+582.2%+221.4%+360.8%+31.2%

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 10y: 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…

10y analysis · Full analysis span regression · 6 months rolling