+0.9%
OCSL vs VT
+53.2%
-52.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.4% | +1.7% |
| 7D | +3.2% | -4.2% | +7.4% | +5.8% |
| 30D | +7.0% | -5.8% | +12.8% | +10.8% |
| 3M | +6.6% | -5.2% | +11.8% | +9.9% |
| 6M | +8.8% | +0.1% | +8.6% | +8.3% |
| YTD | +7.7% | +8.2% | -0.6% | +2.1% |
| 1Y | +2.6% | +10.1% | -7.5% | -3.8% |
| 3Y | -8.5% | +69.7% | -78.2% | -34.6% |
| 5Y | +0.9% | +53.4% | -52.5% | -26.4% |
| All | +0.9% | +53.2% | -52.3% | -26.4% |
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