4532
aelita_s
Fall 2021 ETF Global Portfolio Challenge
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 272 | IVW | 129 | 77.26 | 66.12 | 3.30% | 8,529 | 0 | -1,438 |
| -271 | MJ | 1,022 | 14.67 | 7.31 | -3.50% | 7,476 | 0 | -7,520 |
| 0 | PSI | 73 | 136.17 | 112.71 | 0.00% | 8,228 | 0 | -1,713 |
| 0 | RPG | 110 | 203.35 | 160.42 | 0.00% | 17,646 | 0 | -4,723 |
| 244 | VNQ | 95 | 104.83 | 100.25 | 2.63% | 9,524 | 0 | -435 |
| 605 | VUG | 74 | 303.96 | 244.96 | 3.45% | 18,127 | 0 | -4,366 |
| 177 | XLU | 153 | 65.14 | 75.37 | 1.56% | 11,532 | 0 | 1,565 |
Performance
Performance
Risk-Adjusted Excess Return
Sharpe Ratio
Rolling 5-Day Volatilities
Daily 5% Value-at-Risk (VaR)
Rolling Betas
| Action | Type | Time | Symbol | Quantity | Price | Limit | Status |
|---|
| Payment Date | Ex-Dividend Date | Ticker | Position | Dividend Per Share | Total Dividend (USD) |
|---|