+37.3%
OBDC vs VT
+58.3%
-21.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.6% | -0.5% | +0.2% |
| 7D | +5.8% | +0.4% | +5.4% | +5.4% |
| 30D | +10.5% | -2.6% | +13.1% | +12.5% |
| 3M | -1.0% | -3.2% | +2.2% | +1.2% |
| 6M | +4.4% | +0.9% | +3.5% | +3.3% |
| YTD | -1.3% | +11.3% | -12.6% | -9.3% |
| 1Y | +4.1% | +14.0% | -9.9% | -6.1% |
| 3Y | +12.2% | +75.8% | -63.7% | -26.9% |
| All | +37.3% | +58.3% | -21.0% | -8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling