PORTFOLIO_RETURN
1Y+23.42%
YouPortfolio
S&P 500Benchmark
+3.31%
-5%
0%
5%
10%
15%
20%
25%
30%
SECTOR_EXPOSURE
Technology59.4%
Communication Services10.1%
Financial Services6.5%
Consumer Cyclical6.5%
Healthcare5.4%
Other12.0%
VALUE_AT_RISK (95%)
17.9%annual
Model estimate of a bad-year loss (exceeded roughly 1 year in 20), based on recent volatility. Actual losses can be larger.
Daily VaR (95%)1.93%
Daily Std Dev1.28%
Data Points1252
MAX_DRAWDOWN
-11.7%past 12 months
Largest fall from a high to a later low in this period.
Fell fromOct 29, 2025
BottomedMar 30, 2026
Window measuredSep 4, 2025 – Sep 4, 2026
Data Points252