+99.1%
OCSL vs VOO
+306.9%
-207.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | +2.6% | -0.6% | +3.2% | +2.9% |
| 30D | +7.9% | -3.6% | +11.6% | +10.4% |
| 3M | +1.0% | -2.7% | +3.7% | +2.6% |
| 6M | +8.8% | +2.2% | +6.6% | +6.9% |
| YTD | +7.7% | +10.9% | -3.2% | +0.1% |
| 1Y | +4.2% | +11.3% | -7.1% | -3.3% |
| 3Y | -8.4% | +76.9% | -85.3% | -38.5% |
| 5Y | +0.9% | +73.5% | -72.6% | -32.1% |
| 10Y | +99.1% | +307.7% | -208.6% | -22.2% |
| All | +99.1% | +306.9% | -207.8% | -22.2% |
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