The title would possibly sounds contradictory. How can a dismal Q2 leads to a 13.07% return YTD?
Nicely, it may in case your Q1 return is eighteen.5%. This primarily signifies that Q2 is a decline for my portfolio.
Earlier than we dive into the specifics, right here is an outline of the scenario.
2024 Efficiency YTD
My Portfolio: 13.07% Vanguard 500 Index: 15.21%
Efficiency since inception (Jan 2021)
My Portfolio: 35.4% Vanguard 500 Index: 51.8%
(Based mostly on an arbitrary beginning quantity of $10,000)
June has been an particularly dangerous month when it comes to the portfolio’s efficiency in opposition to the index. The index returns 3.58% whereas my portfolio declines by 3.18%. This leads to a 6% distinction which causes my portfolio to lag behind the index. By the tip of Q1, my portfolio is definitely main the index by 8% so it is kinda a bummer to see…
Nicely, it may in case your Q1 return is eighteen.5%. This primarily signifies that Q2 is a decline for my portfolio.
Earlier than we dive into the specifics, right here is an outline of the scenario.
2024 Efficiency YTD
My Portfolio: 13.07% Vanguard 500 Index: 15.21%
Efficiency since inception (Jan 2021)
My Portfolio: 35.4% Vanguard 500 Index: 51.8%
June has been an particularly dangerous month when it comes to the portfolio’s efficiency in opposition to the index. The index returns 3.58% whereas my portfolio declines by 3.18%. This leads to a 6% distinction which causes my portfolio to lag behind the index. By the tip of Q1, my portfolio is definitely main the index by 8% so it is kinda a bummer to see…
