Performance
Portfolio Value
£7,936.50
£-73.81 today
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Rolling Returns
Monthly Return Calendar
Today's Attribution
| Holding | Weight | Return | Contribution |
|---|---|---|---|
| AAPL | 7.38% | +0.68% | +0.050% |
| VUAG | 15.18% | +0.20% | +0.031% |
| PLTR | 2.52% | +0.19% | +0.005% |
| EQQQ | 17.88% | -0.10% | -0.018% |
| BRK.A | 12.26% | -0.46% | -0.056% |
| VWRP | 17.48% | -0.33% | -0.057% |
| GOOGL | 7.29% | -1.07% | -0.077% |
| SGLN | 4.66% | -1.91% | -0.088% |
| MSTR | 2.50% | -5.11% | -0.126% |
| ASML | 2.60% | -5.22% | -0.134% |
| NVDA | 10.25% | -4.42% | -0.449% |
Value at Risk (VaR)
Top Drawdown Periods
Benchmark Comparison
Price-only (no dividends)
Price-only (no dividends)
Price-only (no dividends)
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Risk-free rate: 4.0% p.a.Return type: Simple (price)Benchmark: ^FTSE
Rolling Risk Metrics
Need 30+ daily snapshots
Day-of-Week Performance
Need at least 20 daily data points
Month-of-Year Performance
Need at least 20 daily data points
ISA Compounding Projection
Starting £7,937 · £20,000/yr contributions · 30-year horizon
UK tax-free
10 years
£339k
£165k – £739k
20 years
£1.20M
£259k – £7.55M
30 years
£3.43M
£316k – £70.95M
Total invested over 30Y: £607,937Est. tax-free gain: £2.82M at 10% p.a.Band = ±15% vol · not a forecast