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@varitlert3 · ZZ Audit Test — delete meS&P 500

Performance overlay

@varitlert3 · ZZ Audit Test — delete me+0.0%
+68.3 pts ahead
Chart populates over time
We just started tracking this portfolio. The line will fill in as the next 5-minute snapshot fires (or tonight after the US market close, whichever comes first).
Range+0.00%
Metric@varitlert3 · ZZ Audit Test — delete meS&P 500
Performance
CAGR+11.0%
Since inception+0.0%+68.3%
1Y return+16.4%
YTD return+0.0%+8.5%
Risk
Max drawdown+0.0%-25.4%
Volatility+0.0%+17.2%
Beta
Sharpe0.69
Valuation
Blended P/E27.83
Dividend yield+1.0%
Composition
Holdings0
Top-3 concentration
Turnover+0.0%
Avg market cap