+509.4%
DXPE price history and return analytics
+222.7%
+286.7%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.1% |
| 7D | +15.4% | +2.9% | +12.5% | +11.0% |
| 30D | -16.4% | -2.5% | -13.8% | -12.5% |
| 3M | -21.7% | -3.3% | -18.4% | -17.0% |
| 6M | +6.6% | +1.5% | +5.1% | +5.7% |
| YTD | +39.6% | +11.4% | +28.2% | +21.8% |
| 1Y | +53.2% | +11.9% | +41.3% | +33.2% |
| 3Y | +376.3% | +73.9% | +302.4% | +127.2% |
| 5Y | +336.2% | +57.9% | +278.3% | +136.5% |
| All | +509.4% | +222.7% | +286.7% | +1.1% |
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 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