Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in My Portfolio - Original, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every year.
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The earliest data available for this chart is Jun 5, 2013, corresponding to the inception date of VHYL.AS
Returns By Period
As of Apr 3, 2026, the My Portfolio - Original returned -3.86% Year-To-Date and 34.65% of annualized return in the last 10 years.
| 1D | 1M | YTD | 6M | 1Y | 3Y* | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|---|---|
Benchmark S&P 500 Index | 0.72% | -2.48% | -2.04% | -0.40% | 14.09% | 14.43% | 11.36% | 13.14% |
Portfolio My Portfolio - Original | 0.26% | -2.50% | -3.86% | -1.92% | 23.02% | 36.62% | 29.35% | 34.65% |
| Portfolio components: | ||||||||
MSFT Microsoft Corporation | 0.00% | -7.85% | -22.19% | -27.09% | -4.48% | 7.24% | 10.63% | 23.35% |
GOOGL Alphabet Inc Class A | 0.06% | -1.54% | -3.67% | 22.48% | 85.75% | 38.95% | 23.97% | 23.73% |
AAPL Apple Inc | 0.00% | -2.33% | -4.33% | 0.99% | 12.46% | 13.50% | 17.36% | 27.02% |
META Meta Platforms, Inc. | 0.00% | -10.82% | -10.73% | -19.09% | -2.41% | 36.92% | 15.32% | 18.76% |
MSTR MicroStrategy Incorporated | -1.81% | -8.79% | -19.66% | -65.44% | -62.32% | 55.81% | 12.24% | 21.48% |
NVDA NVIDIA Corporation | 0.00% | -1.63% | -4.20% | -5.66% | 56.14% | 80.62% | 67.82% | 71.16% |
AVGO Broadcom Inc. | 0.95% | 1.43% | -7.22% | -5.11% | 81.10% | 68.49% | 50.18% | 39.56% |
COKE Coca-Cola Consolidated, Inc. | -2.55% | -3.97% | 29.59% | 66.42% | 37.82% | 51.81% | 49.09% | 29.97% |
COST Costco Wholesale Corporation | 2.47% | 1.71% | 20.06% | 12.80% | 3.93% | 25.92% | 25.86% | 23.48% |
LLY Eli Lilly and Company | -1.39% | -6.24% | -11.17% | 16.31% | 13.21% | 36.81% | 40.89% | 32.18% |
Monthly Returns
Based on dividend-adjusted daily data since Jun 6, 2013, My Portfolio - Original's average daily return is +0.12%, while the average monthly return is +2.53%. At this rate, your investment would double in approximately 2.3 years.
Historically, 66% of months were positive and 34% were negative. The best month was Aug 2020 with a return of +19.9%, while the worst month was Mar 2025 at -9.8%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 5 months.
On a daily basis, My Portfolio - Original closed higher 56% of trading days. The best single day was Mar 13, 2020 with a return of +10.4%, while the worst single day was Mar 16, 2020 at -11.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.31% | -0.21% | -3.43% | 1.09% | -3.86% | ||||||||
| 2025 | 4.30% | -5.27% | -9.77% | -0.31% | 6.16% | 4.88% | 8.18% | -2.13% | 6.76% | 7.53% | -1.42% | -2.48% | 15.61% |
| 2024 | 2.78% | 11.76% | 6.31% | -5.14% | 8.58% | 7.23% | -1.90% | -0.14% | 2.64% | 6.54% | 12.54% | 0.13% | 62.79% |
| 2023 | 12.74% | 6.03% | 6.25% | 0.19% | 11.64% | 5.90% | 4.87% | -0.12% | -1.83% | -0.75% | 7.60% | 7.73% | 77.99% |
| 2022 | -7.83% | -3.59% | 8.21% | -7.96% | -1.29% | -5.95% | 10.62% | -1.26% | -6.09% | 3.30% | 0.71% | -7.66% | -19.03% |
| 2021 | 3.14% | 0.68% | 2.55% | 5.09% | -1.91% | 9.97% | 2.45% | 6.50% | -3.51% | 9.27% | 9.06% | -1.11% | 49.75% |
Benchmark Metrics
My Portfolio - Original has an annualized alpha of 17.60%, beta of 1.07, and R² of 0.79 versus S&P 500 Index. Calculated based on daily prices since June 06, 2013.
- This portfolio captured 185.27% of S&P 500 Index gains but only 90.14% of its losses — a favorable profile for investors.
- This portfolio generated an annualized alpha of 17.60% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- With beta of 1.07 and R² of 0.79, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 17.60%
- Beta
- 1.07
- R²
- 0.79
- Upside Capture
- 185.27%
- Downside Capture
- 90.14%
Expense Ratio
My Portfolio - Original has an expense ratio of 0.04%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Return for Risk
Risk / Return Rank
My Portfolio - Original ranks 47 for risk / return — on par with similar portfolios. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
| Portfolio | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 0.75 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.67 | 1.17 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.18 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.53 | 1.22 | +1.31 |
Martin ratioReturn relative to average drawdown | 7.97 | 4.75 | +3.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.
| Risk / Return Rank | Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|---|
MSFT Microsoft Corporation | 31 | -0.17 | -0.05 | 0.99 | -0.15 | -0.37 |
GOOGL Alphabet Inc Class A | 94 | 2.79 | 3.70 | 1.46 | 4.79 | 16.75 |
AAPL Apple Inc | 52 | 0.39 | 0.80 | 1.12 | 0.56 | 1.34 |
META Meta Platforms, Inc. | 35 | -0.06 | 0.21 | 1.03 | -0.10 | -0.26 |
MSTR MicroStrategy Incorporated | 8 | -0.85 | -1.41 | 0.84 | -0.80 | -1.39 |
NVDA NVIDIA Corporation | 78 | 1.34 | 2.02 | 1.25 | 2.72 | 6.02 |
AVGO Broadcom Inc. | 83 | 1.70 | 2.40 | 1.31 | 3.04 | 6.99 |
COKE Coca-Cola Consolidated, Inc. | 69 | 1.15 | 1.62 | 1.22 | 1.40 | 2.55 |
COST Costco Wholesale Corporation | 43 | 0.19 | 0.42 | 1.05 | 0.24 | 0.50 |
LLY Eli Lilly and Company | 49 | 0.31 | 0.72 | 1.10 | 0.46 | 1.08 |
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Dividends
Dividend yield
My Portfolio - Original provided a 0.72% dividend yield over the last twelve months.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.72% | 0.69% | 0.78% | 0.94% | 1.05% | 0.81% | 1.09% | 1.13% | 1.33% | 1.31% | 1.25% | 1.50% |
| Portfolio components: | ||||||||||||
MSFT Microsoft Corporation | 0.93% | 0.70% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% |
GOOGL Alphabet Inc Class A | 0.28% | 0.27% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AAPL Apple Inc | 0.41% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
META Meta Platforms, Inc. | 0.37% | 0.32% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MSTR MicroStrategy Incorporated | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NVDA NVIDIA Corporation | 0.02% | 0.02% | 0.03% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% |
AVGO Broadcom Inc. | 0.79% | 0.70% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% |
COKE Coca-Cola Consolidated, Inc. | 0.51% | 0.65% | 1.59% | 0.54% | 0.20% | 0.16% | 0.38% | 0.35% | 0.56% | 0.46% | 0.56% | 0.55% |
COST Costco Wholesale Corporation | 0.51% | 0.59% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% |
LLY Eli Lilly and Company | 0.67% | 0.56% | 0.67% | 0.78% | 1.07% | 1.23% | 1.75% | 1.96% | 1.94% | 2.46% | 2.77% | 2.37% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the My Portfolio - Original. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the My Portfolio - Original was 26.90%, occurring on Mar 16, 2020. Recovery took 59 trading sessions.
The current My Portfolio - Original drawdown is 8.54%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.9% | Feb 20, 2020 | 18 | Mar 16, 2020 | 59 | Jun 8, 2020 | 77 |
| -24.22% | Jan 23, 2025 | 54 | Apr 8, 2025 | 80 | Jul 30, 2025 | 134 |
| -23.23% | Nov 26, 2021 | 144 | Jun 16, 2022 | 205 | Mar 31, 2023 | 349 |
| -20.58% | Oct 2, 2018 | 60 | Dec 24, 2018 | 72 | Apr 5, 2019 | 132 |
| -13.28% | Dec 30, 2015 | 31 | Feb 11, 2016 | 23 | Mar 15, 2016 | 54 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 19 assets, with an effective number of assets of 16.45, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.
Asset Correlations Table
| Benchmark | COKE | LLY | WMT | TSLA | MSTR | VHYL.AS | AMD | JPM | COST | ORCL | VUSA.L | META | V | AVGO | AAPL | NVDA | GOOGL | MSFT | SMH | Portfolio | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Benchmark | 1.00 | 0.39 | 0.47 | 0.47 | 0.45 | 0.47 | 0.54 | 0.49 | 0.68 | 0.60 | 0.64 | 0.63 | 0.61 | 0.70 | 0.64 | 0.67 | 0.62 | 0.70 | 0.75 | 0.75 | 0.86 |
| COKE | 0.39 | 1.00 | 0.21 | 0.30 | 0.20 | 0.20 | 0.22 | 0.14 | 0.26 | 0.34 | 0.25 | 0.24 | 0.22 | 0.30 | 0.21 | 0.26 | 0.19 | 0.25 | 0.25 | 0.24 | 0.37 |
| LLY | 0.47 | 0.21 | 1.00 | 0.33 | 0.14 | 0.17 | 0.25 | 0.17 | 0.29 | 0.36 | 0.35 | 0.28 | 0.28 | 0.34 | 0.25 | 0.28 | 0.22 | 0.32 | 0.34 | 0.26 | 0.39 |
| WMT | 0.47 | 0.30 | 0.33 | 1.00 | 0.16 | 0.17 | 0.26 | 0.15 | 0.30 | 0.63 | 0.32 | 0.27 | 0.21 | 0.35 | 0.22 | 0.30 | 0.20 | 0.30 | 0.34 | 0.25 | 0.37 |
| TSLA | 0.45 | 0.20 | 0.14 | 0.16 | 1.00 | 0.37 | 0.22 | 0.35 | 0.25 | 0.25 | 0.28 | 0.31 | 0.36 | 0.28 | 0.38 | 0.38 | 0.40 | 0.38 | 0.37 | 0.43 | 0.62 |
| MSTR | 0.47 | 0.20 | 0.17 | 0.17 | 0.37 | 1.00 | 0.24 | 0.35 | 0.31 | 0.26 | 0.32 | 0.30 | 0.35 | 0.32 | 0.35 | 0.32 | 0.39 | 0.38 | 0.38 | 0.44 | 0.59 |
| VHYL.AS | 0.54 | 0.22 | 0.25 | 0.26 | 0.22 | 0.24 | 1.00 | 0.22 | 0.49 | 0.30 | 0.34 | 0.77 | 0.26 | 0.41 | 0.30 | 0.30 | 0.24 | 0.32 | 0.32 | 0.38 | 0.46 |
| AMD | 0.49 | 0.14 | 0.17 | 0.15 | 0.35 | 0.35 | 0.22 | 1.00 | 0.26 | 0.25 | 0.35 | 0.30 | 0.39 | 0.33 | 0.47 | 0.40 | 0.62 | 0.41 | 0.44 | 0.65 | 0.62 |
| JPM | 0.68 | 0.26 | 0.29 | 0.30 | 0.25 | 0.31 | 0.49 | 0.26 | 1.00 | 0.34 | 0.42 | 0.45 | 0.34 | 0.50 | 0.38 | 0.37 | 0.33 | 0.39 | 0.40 | 0.45 | 0.51 |
| COST | 0.60 | 0.34 | 0.36 | 0.63 | 0.25 | 0.26 | 0.30 | 0.25 | 0.34 | 1.00 | 0.38 | 0.37 | 0.36 | 0.45 | 0.34 | 0.43 | 0.33 | 0.41 | 0.48 | 0.40 | 0.52 |
| ORCL | 0.64 | 0.25 | 0.35 | 0.32 | 0.28 | 0.32 | 0.34 | 0.35 | 0.42 | 0.38 | 1.00 | 0.39 | 0.41 | 0.45 | 0.45 | 0.42 | 0.43 | 0.45 | 0.56 | 0.51 | 0.59 |
| VUSA.L | 0.63 | 0.24 | 0.28 | 0.27 | 0.31 | 0.30 | 0.77 | 0.30 | 0.45 | 0.37 | 0.39 | 1.00 | 0.37 | 0.45 | 0.41 | 0.41 | 0.38 | 0.44 | 0.45 | 0.47 | 0.60 |
| META | 0.61 | 0.22 | 0.28 | 0.21 | 0.36 | 0.35 | 0.26 | 0.39 | 0.34 | 0.36 | 0.41 | 0.37 | 1.00 | 0.46 | 0.47 | 0.49 | 0.49 | 0.64 | 0.56 | 0.52 | 0.67 |
| V | 0.70 | 0.30 | 0.34 | 0.35 | 0.28 | 0.32 | 0.41 | 0.33 | 0.50 | 0.45 | 0.45 | 0.45 | 0.46 | 1.00 | 0.41 | 0.48 | 0.40 | 0.52 | 0.55 | 0.49 | 0.60 |
| AVGO | 0.64 | 0.21 | 0.25 | 0.22 | 0.38 | 0.35 | 0.30 | 0.47 | 0.38 | 0.34 | 0.45 | 0.41 | 0.47 | 0.41 | 1.00 | 0.51 | 0.60 | 0.47 | 0.53 | 0.77 | 0.68 |
| AAPL | 0.67 | 0.26 | 0.28 | 0.30 | 0.38 | 0.32 | 0.30 | 0.40 | 0.37 | 0.43 | 0.42 | 0.41 | 0.49 | 0.48 | 0.51 | 1.00 | 0.49 | 0.56 | 0.58 | 0.57 | 0.68 |
| NVDA | 0.62 | 0.19 | 0.22 | 0.20 | 0.40 | 0.39 | 0.24 | 0.62 | 0.33 | 0.33 | 0.43 | 0.38 | 0.49 | 0.40 | 0.60 | 0.49 | 1.00 | 0.51 | 0.56 | 0.79 | 0.75 |
| GOOGL | 0.70 | 0.25 | 0.32 | 0.30 | 0.38 | 0.38 | 0.32 | 0.41 | 0.39 | 0.41 | 0.45 | 0.44 | 0.64 | 0.52 | 0.47 | 0.56 | 0.51 | 1.00 | 0.65 | 0.57 | 0.70 |
| MSFT | 0.75 | 0.25 | 0.34 | 0.34 | 0.37 | 0.38 | 0.32 | 0.44 | 0.40 | 0.48 | 0.56 | 0.45 | 0.56 | 0.55 | 0.53 | 0.58 | 0.56 | 0.65 | 1.00 | 0.62 | 0.73 |
| SMH | 0.75 | 0.24 | 0.26 | 0.25 | 0.43 | 0.44 | 0.38 | 0.65 | 0.45 | 0.40 | 0.51 | 0.47 | 0.52 | 0.49 | 0.77 | 0.57 | 0.79 | 0.57 | 0.62 | 1.00 | 0.81 |
| Portfolio | 0.86 | 0.37 | 0.39 | 0.37 | 0.62 | 0.59 | 0.46 | 0.62 | 0.51 | 0.52 | 0.59 | 0.60 | 0.67 | 0.60 | 0.68 | 0.68 | 0.75 | 0.70 | 0.73 | 0.81 | 1.00 |