Portfolio

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Portfolio value ?
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Total return ?
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Annualized (XIRR) ?
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TWR β€” ?
Income (TTM) ?
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Yield β€” ?
Fees (lifetime) ?
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β€” of deposits
Value vs deployed capital ?
Gap between lines = unrealized P&L on actively invested capital
Yearly returns vs benchmarks ?
Benchmarks are annually rebalanced, total-return, FX-converted to your base currency. Diff cells = your return minus the benchmark's, in percentage points; bars share a common scale across the table. Hover a column header for its composition.
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