HomePortfoliosPhase 2 test

Phase 2 test

Created byuser-c3glzx
None Rebalancing
EUR
High Risk
1.1yr backtest

Performance Summary

Total Return+106.77%
Annualized Return+88.94%
Volatility+30.19%
Sharpe Ratio2.88
Max Drawdown+14.64%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A 100% equity tech portfolio with global semiconductor, US IT, and quantum computing ETFs for targeted growth exposure.
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%
QUTM.XETRA
VanEck Quantum Computing UCITS ETF A • IE0007Y8Y157
ETF
15.0%0.55%
Total100.0%0.33%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €20,676.9
Histogram of Monthly Returns
The portfolio had a positive return during 9 of the 15 months (60%)
Monthly Returns Heatmap
Best month: +30.7% • Worst month: -14.2% • Best year: 2026 (+51.0%) • Worst year: 2025 (+37.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+9.1%-1.5%-7.1%+30.7%+23.0%+9.6%-14.2%-----+51.0%
2025-----0.9%+8.9%+6.3%-1.9%+10.7%+13.4%-4.9%+1.8%+37.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +14.64% • The longest drawdown period lasted for 2 months and was between October 2025 and January 2026. It reached a trough of -11.6%.

Detailed Metrics

Returns
Total Return
+106.77%
Annualized Return
+88.94%
Avg Monthly Return
+5.55%
Risk
Volatility (Annual)
+30.19%
Max Drawdown
+14.64%
Positive Months
60%
Average Drawdown
-3.5%
Risk-Adjusted
Sharpe Ratio
2.88
Risk-free rate: 2.0%
Sortino Ratio
2.74
Downside risk adjusted
Return/Volatility
2.95
Calmar Ratio
6.08
Return/Max Drawdown
Ulcer Index
3.79
Drawdown depth & duration
Martin Ratio
0.23
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€20,676.9
Backtest Period
2025-05-26 to 2026-07-17
1.1 years
Rebalancing
none
Base Currency
EUR