+55.7%
MOAT vs VT
+66.2%
-10.5%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -2.8% | +0.4% | -3.3% | -3.3% |
| 30D | +0.4% | +1.0% | -0.6% | -0.6% |
| 3M | +8.0% | +2.4% | +5.6% | +5.2% |
| 6M | +6.3% | +12.0% | -5.7% | -5.7% |
| YTD | +7.9% | +15.3% | -7.4% | -7.3% |
| 1Y | +15.8% | +22.6% | -6.8% | -6.6% |
| 3Y | +43.8% | +74.7% | -30.9% | -21.1% |
| All | +55.7% | +66.2% | -10.5% | -12.6% |
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