VC-OPD: Visual Counterfactual On-Policy Distillation for Grounded Vision-Language Reasoning

GRPO-style reinforcement learning has advanced vision-language reasoning, but its sequence-level rewards provide limited credit assignment for individual reasoning tokens. On-policy distillation (OPD) addresses this issue by providing dense supervision on student-generated trajectories, yet standard OPD assigns similar importance to all teacher-preferred tokens, including template phrases and visually irrelevant continuations. We introduce Visual Counterfactual On-Policy Distillation (VC-OPD), a grounding-aware distillation method that prioritizes tokens whose correctness depends on image-specific evidence. After a teacher-supervised warm start that stabilizes response formats and reduces noisy rollouts, VC-OPD performs on-policy distillation with two teacher evaluations for each student trajectory: one under the original image and one under a counterfactual image with corrupted instance-specific evidence. The original-image teacher distribution determines the distillation target, while the original--counterfactual teacher gap estimates token-level visual dependence and softly reweights the loss. To avoid unstable response-level update scales, VC-OPD further applies mass-preserving normalization to the token weights. This design preserves the dense supervision of OPD while shifting learning capacity toward visually grounded reasoning tokens. Experiments on multimodal reasoning benchmarks show that VC-OPD improves visual reasoning performance and produces more effective token-level distillation.