+58.3%
OBDC vs VOO
+188.3%
-130.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | +4.1% | +0.1% | +4.0% | +4.1% |
| 3M | +4.0% | +2.0% | +1.9% | +2.4% |
| 6M | +5.3% | +13.0% | -7.8% | -4.0% |
| YTD | -2.2% | +13.6% | -15.8% | -11.1% |
| 1Y | -10.3% | +20.1% | -30.4% | -21.8% |
| 3Y | +14.9% | +77.6% | -62.7% | -25.8% |
| 5Y | +34.4% | +82.4% | -48.0% | -15.9% |
| All | +58.3% | +188.3% | -130.0% | -35.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling