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Performance

Time-weighted and money-weighted return across your portfolio.
TWR · 1Y
+14.5%
time-weighted return▲ vs SPY +2.2pp
MWR (IRR) · 1Y
+15.2%
money-weighted return
Sharpe ratio
1.42
risk-adjusted
Max drawdown
-8.4%
Oct 2025
Monthly returns · 12 months
After fees, before tax · base currency USD
Jul 25AugSepOctNovDecJan 26FebMarAprMayJun
Benchmarks · 12M
Your return vs. common reference portfolios
  • Your portfolio+14.5%
  • S&P 500 (SPY)+12.3%
  • 60/40 blend+8.9%
  • Total bond (BND)+3.4%
You outperformed the S&P 500 by +2.2pp over the last 12 months, with comparable volatility.
Contribution to return
Which holdings drove the year
  • MSFT
    Microsoft Corp
    +4.8pp
  • AAPL
    Apple Inc.
    +3.6pp
  • VOO
    Vanguard S&P 500 ETF
    +3.2pp
  • VIG
    Vanguard Dividend Apprec.
    +2.1pp
  • O
    Realty Income Corp
    -0.4pp
  • Cash
    Money market
    +0.2pp
Cumulative growth · $10,000 hypothetical investment
3 yrs ago
$10,000
Today · Your portfolio
$14,210
Today · S&P 500
$13,600
Today · 60/40
$11,920