HomePortfoliosTillv test2
Optimize
Annual Rebalancing
EUR
High Risk
5.5yr backtest

Performance Summary

Total Return+414.15%
Annualized Return+34.51%
Volatility+28.10%
Sharpe Ratio1.16
Max Drawdown+33.92%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A concentrated tech ETF portfolio targeting global semiconductor and IT sectors for focused, high-growth equity exposure.
AssetTypeAllocationTER
VVSM.XETRA
VanEck Semiconductor UCITS ETFIE00BMC38736
ETF
70.0%0.35%
XDWT.XETRA
Xtrackers MSCI World Information Technology UCITS ETF 1CIE00BM67HT60
ETF
30.0%0.25%
Total100.0%0.32%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €51,415.28
Histogram of Monthly Returns
The portfolio had a positive return during 42 of the 67 months (63%)
Monthly Returns Heatmap
Best month: +31.8% • Worst month: -12.7% • Best year: 2026 (+72.0%) • Worst year: 2022 (-31.5%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+10.7%-1.2%-6.9%+31.8%+23.2%+4.0%------+72.0%
2025+2.2%-7.1%-12.7%-4.2%+13.2%+10.0%+6.3%-2.1%+10.4%+13.7%-4.0%+2.0%+26.5%
2024+6.2%+9.8%+4.8%-3.4%+4.9%+11.7%-7.4%-2.9%+1.0%-0.6%+4.4%+2.9%+34.1%
2023+13.1%+3.6%+7.2%-6.3%+19.1%+2.9%+2.8%-1.4%-3.9%-3.9%+11.8%+8.8%+64.2%
2022-11.8%-1.1%+3.3%-8.5%-1.4%-12.1%+15.6%-6.2%-9.3%+1.5%+5.5%-8.9%-31.5%
2021+5.3%+3.7%+3.9%+0.2%-0.8%+8.8%+1.1%+4.5%-2.9%+5.5%+11.6%+3.5%+53.3%
2020-----------+2.1%+2.2%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +33.92% • The longest drawdown period lasted for 1 year and 5 months and was between January 2022 and June 2023. It reached a trough of -33.7%.

Detailed Metrics

Returns
Total Return
+414.15%
Annualized Return
+34.51%
Avg Monthly Return
+2.80%
Risk
Volatility (Annual)
+28.10%
Max Drawdown
+33.92%
Positive Months
63%
Average Drawdown
-10.1%
Risk-Adjusted
Sharpe Ratio
1.16
Risk-free rate: 2.0%
Sortino Ratio
1.14
Downside risk adjusted
Return/Volatility
1.23
Calmar Ratio
1.02
Return/Max Drawdown
Ulcer Index
12.68
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
51,415.28
Backtest Period
2020-12-03 to 2026-06-12
5.5 years
Rebalancing
annual
Base Currency
EUR
Tillv test2 | +34.5% CAGR | ETF Backtest