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MOATS AND BITCOIN
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


GBTC 25.00%IWF 25.00%MOAT 25.00%VFINX 25.00%CryptocurrencyCryptocurrencyEquityEquity

S&P 500 Index

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in MOATS AND BITCOIN, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.


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Returns By Period

As of Jun 12, 2026, the MOATS AND BITCOIN returned -5.33% Year-To-Date and 33.59% of annualized return in the last 10 years.


Position1D1MYTD6M1Y3Y*5Y*10Y*
Benchmark
S&P 500 Index
1.75%-0.09%8.02%7.15%22.78%19.45%11.73%13.53%
Portfolio
MOATS AND BITCOIN
1.29%-5.84%-5.33%-7.03%-0.14%29.40%14.99%33.59%
GBTC
Grayscale Bitcoin Trust ETF
2.71%-21.45%-27.85%-31.30%-42.50%55.49%9.89%46.15%
IWF
iShares Russell 1000 Growth ETF
1.57%-1.44%2.83%1.71%19.30%22.57%13.90%18.15%
MOAT
VanEck Morningstar Wide Moat ETF
1.16%2.54%-1.06%-2.38%12.21%10.67%7.69%13.35%
VFINX
Vanguard 500 Index Fund Investor Shares
-1.62%-1.70%6.66%5.86%21.97%20.58%12.79%15.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since May 4, 2015, MOATS AND BITCOIN's average daily return is +0.14%, while the average monthly return is +2.99%. At this rate, an investment would double in approximately 2.0 years.

Historically, 57% of months were positive and 43% were negative. The best month was May 2017 with a return of +73.3%, while the worst month was Mar 2020 at -16.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, MOATS AND BITCOIN closed higher 53% of trading days. The best single day was May 24, 2017 with a return of +19.1%, while the worst single day was Mar 12, 2020 at -14.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.84%-5.77%-4.69%9.70%2.94%-5.87%-5.33%
20254.09%-6.63%-5.18%3.11%7.71%4.67%4.35%-0.71%3.76%1.12%-4.16%-0.42%11.14%
20243.00%16.10%6.33%-7.61%6.50%-0.28%0.68%-0.18%3.40%1.43%14.32%-2.56%46.49%
202318.55%-3.08%16.26%0.99%-2.52%13.58%2.70%-2.11%-3.38%7.87%10.98%8.55%88.51%
2022-9.79%0.33%3.22%-10.51%-5.73%-15.23%13.31%-7.30%-9.44%6.42%-1.47%-6.45%-37.67%
20211.42%8.57%7.81%2.56%-7.76%2.04%5.95%4.30%-6.43%17.05%-3.04%-5.60%26.94%

Benchmark Metrics

MOATS AND BITCOIN has an annualized alpha of 23.93%, beta of 1.04, and R2 of 0.34 versus S&P 500 Index. Calculated based on daily prices since May 04, 2015.

  • This portfolio captured 190.09% of S&P 500 Index gains but only 94.25% of its losses - a favorable profile for investors.
  • R2 of 0.34 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
23.93%
Beta
1.04
0.34
Upside Capture
190.09%
Downside Capture
94.25%

Expense Ratio

MOATS AND BITCOIN has an expense ratio of 0.57%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.


Return for Risk

Risk / Return Rank

MOATS AND BITCOIN ranks 5 for risk / return — in the bottom 5% of Portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


MOATS AND BITCOIN Risk / Return Rank: 55
Overall Rank
MOATS AND BITCOIN Sharpe Ratio Rank: 55
Sharpe Ratio Rank
MOATS AND BITCOIN Sortino Ratio Rank: 55
Sortino Ratio Rank
MOATS AND BITCOIN Omega Ratio Rank: 55
Omega Ratio Rank
MOATS AND BITCOIN Calmar Ratio Rank: 55
Calmar Ratio Rank
MOATS AND BITCOIN Martin Ratio Rank: 55
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below presents risk-adjusted performance metrics for MOATS AND BITCOIN and compares them with S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PortfolioBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.01

1.85

-1.86

Sortino ratioReturn per unit of downside risk

0.11

2.52

-2.41

Omega ratioGain probability vs. loss probability

1.01

1.34

-0.32

Calmar ratioReturn relative to maximum drawdown

-0.01

2.52

-2.52

Martin ratioReturn relative to average drawdown

-0.02

11.31

-11.33


How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

PositionRisk / Return RankSharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
GBTC
Grayscale Bitcoin Trust ETF
2-0.97-1.400.84-0.81-1.43
IWF
iShares Russell 1000 Growth ETF
361.211.701.221.193.93
MOAT
VanEck Morningstar Wide Moat ETF
280.881.351.150.993.02
VFINX
Vanguard 500 Index Fund Investor Shares
531.772.421.322.4411.11

Sharpe Ratio

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

The current MOATS AND BITCOIN Sharpe ratio is -0.01 as of Jun 12, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.47 to 2.33, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of MOATS AND BITCOIN compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Dividends

Dividend yield

MOATS AND BITCOIN provided a 0.67% dividend yield over the last twelve months.


PositionTTM20252024202320222021202020192018201720162015
Portfolio0.67%0.68%0.74%0.72%0.93%0.68%0.89%1.02%1.25%2.37%1.13%1.37%
GBTC
Grayscale Bitcoin Trust ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%5.61%0.00%0.00%
IWF
iShares Russell 1000 Growth ETF
0.35%0.36%0.46%0.67%0.91%0.49%0.66%0.99%1.27%1.10%1.43%1.37%
MOAT
VanEck Morningstar Wide Moat ETF
1.37%1.36%1.37%0.86%1.25%1.08%1.46%1.31%1.79%1.07%1.17%2.13%
VFINX
Vanguard 500 Index Fund Investor Shares
0.97%1.02%1.14%1.36%1.57%1.15%1.45%1.77%1.94%1.69%1.92%1.99%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the MOATS AND BITCOIN. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the MOATS AND BITCOIN was 51.27%, occurring on Dec 24, 2018. Recovery took 284 trading sessions.

The current MOATS AND BITCOIN drawdown is 11.57%.


Related event

Drawdown

Fall

Recovery

Underwater

Rate-hike selloffLate 2018
-51.27%Dec 2018
1y 5d1y 1mo
2y 1moDec 2017 - Feb 2020
Bear market2022
-46.62%Dec 2022
1y 1mo11mo 12d
2y 25dNov 2021 - Dec 2023
COVID crash2020
-38.87%Mar 2020
1mo 2d4mo 22d
5mo 24dFeb 2020 - Aug 2020
2015 bear market2015
-25.56%Aug 2015
3mo 21d2mo 11d
6mo 2dMay 2015 - Nov 2015
2025 selloff2025
-22.85%Apr 2025
3mo 21d2mo 23d
6mo 14dDec 2024 - Jun 2025

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Diversification

Diversification Metrics


Number of Effective Assets

The portfolio contains 4 assets, with an effective number of assets of 4.00, reflecting the diversification based on asset allocation. Your capital is spread almost evenly across your holdings, indicating a well-balanced allocation. Note that true diversification also depends on the correlations between assets — check the diversification ratio below.


Diversification Ratio
1Y
3Y
5Y
10Y
All Time
Diversification Ratio

1.20

1.25

1.20

1.26

1.26

The portfolio has a diversification ratio of 1.26, in line with the typical range across portfolios. There's room to improve by adding less correlated assets.

MOATS AND BITCOIN correlation to the S&P 500 Index

MOATS AND BITCOIN has a 0.81 correlation to S&P 500 Index over the trailing 12 months. This section compares each holding's correlation to the benchmark and to the portfolio.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.81

Correlation (3Y)
Calculated over the trailing 3-year period

0.73

Correlation (5Y)
Calculated over the trailing 5-year period

0.76

Correlation (10Y)
Calculated over the trailing 10-year period

0.62

Correlation (All Time)
Calculated using the full available price history since May 4, 2015

0.61


Benchmark Correlations

Correlation vs. S&P 500 Index. VFINX has the highest benchmark correlation at 1.00, while GBTC has the lowest at 0.25.

GBTC
0.25
MOAT
0.87
IWF
0.94
VFINX
1.00

Portfolio Correlations

Correlation vs. MOATS AND BITCOIN. GBTC has the highest portfolio correlation at 0.88, while MOAT has the lowest at 0.58.

MOAT
0.58
IWF
0.60
VFINX
0.61
GBTC
0.88

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

GBTCMOATIWFVFINX
GBTC1.000.240.260.25
MOAT0.241.000.770.87
IWF0.260.771.000.94
VFINX0.250.870.941.00
The correlation results are calculated based on daily price changes starting from May 4, 2015
Diversification Analysis

Find what MOATS AND BITCOIN is missing

See which holdings overlap, where MOATS AND BITCOIN is concentrated, and which low-correlation assets could fill the gaps.

Analyze Diversification