+3.7%
OBDC vs VOO
+12.1%
-8.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.9% |
| 7D | +0.3% | +2.6% | -2.3% | -1.5% |
| 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% | +1.6% |
| YTD | -3.1% | +11.5% | -14.6% | -13.5% |
| 1Y | +3.7% | +13.5% | -9.8% | -8.8% |
| All | +3.7% | +12.1% | -8.4% | -8.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling