HomePortfoliosPhase 2 test

Phase 2 test

Created byuser-c3glzx
None Rebalancing
EUR
High Risk
1.0yr backtest

Performance Summary

Total Return+126.31%
Annualized Return+118.35%
Volatility+28.33%
Sharpe Ratio4.11
Max Drawdown+11.57%

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 €22,631.48
Histogram of Monthly Returns
The portfolio had a positive return during 9 of the 14 months (64%)
Monthly Returns Heatmap
Best month: +30.7% • Worst month: -7.1% • Best year: 2026 (+65.3%) • Worst year: 2025 (+37.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+9.1%-1.5%-7.1%+30.7%+23.0%+2.9%------+65.3%
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: +11.57% • 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
+126.31%
Annualized Return
+118.35%
Avg Monthly Return
+6.48%
Risk
Volatility (Annual)
+28.33%
Max Drawdown
+11.57%
Positive Months
64%
Average Drawdown
-3.1%
Risk-Adjusted
Sharpe Ratio
4.11
Risk-free rate: 2.0%
Sortino Ratio
4.05
Downside risk adjusted
Return/Volatility
4.18
Calmar Ratio
10.23
Return/Max Drawdown
Ulcer Index
3.36
Drawdown depth & duration
Martin Ratio
0.35
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€22,631.48
Backtest Period
2025-05-26 to 2026-06-12
1.0 years
Rebalancing
none
Base Currency
EUR