+117.8%
OCSL vs VOO
+817.1%
-699.2%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.3% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | +8.3% | +0.1% | +8.2% | +8.2% |
| 3M | +10.0% | +2.0% | +7.9% | +8.2% |
| 6M | +20.1% | +13.0% | +7.0% | +9.5% |
| YTD | +9.4% | +13.6% | -4.2% | -0.6% |
| 1Y | +6.9% | +20.1% | -13.1% | -6.9% |
| 3Y | -6.5% | +77.6% | -84.1% | -40.0% |
| 5Y | +6.4% | +82.4% | -76.0% | -34.3% |
| 10Y | +85.5% | +316.8% | -231.4% | -44.2% |
| All | +117.8% | +817.1% | -699.2% | -72.6% |
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