HomePortfoliosPhase 2 test

Phase 2 test

Created byuser-c3glzx
None Rebalancing
EUR
High Risk
0.7yr backtest

Performance Summary

Total Return+86.29%
Annualized Return+143.78%
Volatility+29.75%
Sharpe Ratio4.77
Max Drawdown+12.48%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A concentrated tech ETF portfolio targeting semiconductor, US IT, and quantum computing sectors for high-growth potential.
AssetTypeAllocationTER
VVSM.XETRA
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
60.0%0.35%
QDVE.XETRA
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14
ETF
25.0%0.15%
WQTM.XETRA
WisdomTree Quantum Computing UCITS ETF USD Unhedged Acc • IE000W8WMSL2
ETF
15.0%0.5%
Total100.0%0.32%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €18,628.79
Histogram of Monthly Returns
The portfolio had a positive return during 6 of the 9 months (67%)
Monthly Returns Heatmap
Best month: +31.0% • Worst month: -7.0% • Best year: 2026 (+49.1%) • Worst year: 2025 (+25.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+9.2%-1.4%-7.0%+31.0%+13.5%-------+49.1%
2025--------+14.1%+14.0%-5.5%+1.7%+25.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +12.48% • The longest drawdown period lasted for 2 months and was between October 2025 and January 2026. It reached a trough of -12.5%.

Detailed Metrics

Returns
Total Return
+86.29%
Annualized Return
+143.78%
Avg Monthly Return
+7.75%
Risk
Volatility (Annual)
+29.75%
Max Drawdown
+12.48%
Positive Months
67%
Average Drawdown
-3.7%
Risk-Adjusted
Sharpe Ratio
4.77
Risk-free rate: 2.0%
Sortino Ratio
4.88
Downside risk adjusted
Return/Volatility
4.83
Calmar Ratio
11.52
Return/Max Drawdown
Ulcer Index
3.90
Drawdown depth & duration
Martin Ratio
0.36
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€18,628.79
Backtest Period
2025-09-02 to 2026-05-15
0.7 years
Rebalancing
none
Base Currency
EUR
Phase 2 test | +143.8% CAGR | ETF Backtest