+56.8%
OBDC vs VOO
+183.1%
-126.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.9% |
| 7D | +0.3% | +2.6% | -2.3% | -1.6% |
| 30D | +8.6% | -2.0% | +10.6% | +10.0% |
| 3M | -5.0% | -2.8% | -2.2% | -3.2% |
| 6M | +4.2% | +2.2% | +2.0% | +2.2% |
| YTD | -3.1% | +11.5% | -14.6% | -10.9% |
| 1Y | +3.7% | +13.5% | -9.8% | -5.9% |
| 3Y | +8.2% | +78.1% | -69.9% | -30.4% |
| 5Y | +32.9% | +73.1% | -40.2% | -13.6% |
| All | +56.8% | +183.1% | -126.3% | -35.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling