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VWRA

Created byuser-l2uvnn

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None Rebalancing

USD

High Risk

2.7yr backtest

Performance Summary

Total Return+217.97%

Annualized Return+54.66%

Volatility+24.19%

Sharpe Ratio2.18

Max Drawdown+25.44%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

A concentrated ETF portfolio targeting US equities and global semiconductors for high-growth potential through two core holdings.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
SMH.LSE VanEck Semiconductor UCITS ETF • IE00BMC38736	IE00BMC38736	Acc	ETF	50.0%	0.35%
SPYL.LSE SPDR S&P 500 UCITS ETF (Acc) • IE000XZSV718	IE000XZSV718	Acc	ETF	50.0%	0.03%
Total		Total			100.0%	0.19%

Performance

Portfolio Value Over Time

Starting with $10,000 investment → now worth $31,796.95

Histogram of Monthly Returns

The portfolio had a positive return during 22 of the 33 months (67%)

Monthly Returns Heatmap

Best month: +28.0% • Worst month: -8.6% • Best year: 2026 (+55.3%) • Worst year: 2023 (+22.4%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+10.1%	-0.9%	-8.6%	+28.0%	+18.0%	+3.1%	-	-	-	-	-	-	+55.3%
2025	+2.8%	-5.9%	-7.6%	-0.4%	+10.6%	+10.8%	+3.0%	+0.7%	+8.0%	+8.9%	-1.7%	+2.6%	+34.2%
2024	+3.1%	+7.8%	+4.6%	-3.9%	+4.9%	+8.2%	-3.9%	-0.4%	+2.1%	-2.2%	+2.6%	+0.3%	+24.7%
2023	-	-	-	-	-	-	-	-	-	+0.0%	+12.3%	+9.0%	+22.4%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +25.44% • The longest drawdown period lasted for 6 months and was between July 2024 and January 2025. It reached a trough of -16.4%.

Detailed Metrics

Returns

Total Return

+217.97%

Annualized Return

+54.66%

Avg Monthly Return

+3.82%

Risk

Volatility (Annual)

+24.19%

Max Drawdown

+25.44%

Positive Months

67%

Average Drawdown

-4.9%

Risk-Adjusted

Sharpe Ratio

2.18

Risk-free rate: 2.0%

Sortino Ratio

2.15

Downside risk adjusted

Return/Volatility

2.26

Calmar Ratio

2.15

Return/Max Drawdown

Ulcer Index

6.03

Drawdown depth & duration

Martin Ratio

0.09

Return/Ulcer Index

Backtest Configuration

Initial Investment

$10,000

Final Value

$31,796.95

Backtest Period

2023-10-31 to 2026-06-26
2.7 years

Rebalancing

none

Base Currency

USD