+53.8%
OBDC vs VOO
+186.1%
-132.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.5% |
| 7D | -2.8% | -0.8% | -2.0% | -2.2% |
| 30D | -4.9% | -1.1% | -3.8% | -4.1% |
| 3M | +2.2% | +3.9% | -1.7% | -0.7% |
| 6M | +5.8% | +13.6% | -7.8% | -3.9% |
| YTD | -4.9% | +12.7% | -17.6% | -13.1% |
| 1Y | -12.2% | +17.6% | -29.8% | -22.3% |
| 3Y | +15.0% | +77.3% | -62.3% | -25.6% |
| 5Y | +32.8% | +84.1% | -51.3% | -17.6% |
| All | +53.8% | +186.1% | -132.2% | -36.5% |
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