+553.4%
MOAT vs VT
+369.4%
+184.0%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.3% |
| YTD | +7.9% | +15.3% | -7.4% | -6.7% |
| 1Y | +15.8% | +22.6% | -6.8% | -5.7% |
| 3Y | +43.8% | +74.7% | -30.9% | -17.6% |
| 5Y | +54.1% | +66.1% | -12.1% | -7.1% |
| 10Y | +266.8% | +225.0% | +41.7% | +17.6% |
| All | +553.4% | +369.4% | +184.0% | +48.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling