VR Finance model
Portfolio Statistics
| Year | January | February | March | April | May | June | July | August | September | October | November | December | Portfolio total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.19% | 2.27% | -5.20% | 9.39% | 3.51% | -0.45% | - | - | - | - | - | - | 14.96% |
| 2025 | 4.77% | -0.36% | -3.12% | -2.72% | 3.55% | 4.60% | 3.08% | 4.09% | 4.46% | 3.26% | 2.15% | -0.40% | 25.48% |
| 2024 | Only available to paid members | ||||||||||||
| 2023 | Only available to paid members | ||||||||||||
| 2022 | Only available to paid members | ||||||||||||
| 2021 | Only available to paid members | ||||||||||||
| 2020 | Only available to paid members | ||||||||||||
| 2019 | Only available to paid members | ||||||||||||
It's calculated as monthly capital gain without buy/sell transactions of the month.
Dividends are not included.
Calculated as: 