+114.1%
OCSL vs VOO
+798.5%
-684.4%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | -1.7% |
| 7D | +0.7% | +0.1% | +0.6% | +0.5% |
| 30D | +7.8% | -3.3% | +11.1% | +10.3% |
| 3M | -1.0% | -2.4% | +1.4% | +0.6% |
| 6M | +8.7% | +2.6% | +6.1% | +6.2% |
| YTD | +7.5% | +11.3% | -3.8% | -1.1% |
| 1Y | +3.3% | +13.4% | -10.1% | -6.4% |
| 3Y | -7.9% | +80.3% | -88.2% | -41.7% |
| 5Y | +0.6% | +72.7% | -72.1% | -35.2% |
| 10Y | +105.0% | +310.0% | -205.1% | -37.8% |
| All | +114.1% | +798.5% | -684.4% | -72.8% |
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 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