+54.7%
OBDC price history and return analytics
+143.5%
-88.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.2% |
| 7D | -1.9% | -0.1% | -1.8% | -1.8% |
| 30D | -3.4% | -0.7% | -2.7% | -2.9% |
| 3M | +2.9% | +4.0% | -1.1% | -0.4% |
| 6M | +4.1% | +12.3% | -8.1% | -5.3% |
| YTD | -4.4% | +14.0% | -18.4% | -14.2% |
| 1Y | -11.2% | +20.3% | -31.5% | -23.7% |
| 3Y | +16.1% | +75.4% | -59.3% | -27.0% |
| 5Y | +33.0% | +66.0% | -33.0% | -13.3% |
| All | +54.7% | +143.5% | -88.9% | -33.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling