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Benchmarks
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Company Information
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Data Import
- Available fields for Mass Portfolio Composition Import
- Calculate portfolio composition from trades or instruments
- Creating Import file / Mass import file
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- Most common mistakes when importing data.
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- Updating and uploading monthly performance data
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Factsheet Publishing
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Factsheet Templates
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Fundpeak API
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Other
- Add new programs
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Performance Data
- Displaying daily data in default templates
- Edit cash transactions for MT4
- Highlight estimates in performance table
- How to display live and backtested results in a single table or chart
- How to display net and gross results in a single factsheet
- Monthly Performance (Current Year)
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Portfolio Composition
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Portfolio Tool
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Program Information
- Abbreviate large numbers in the General Information table
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- Import Fund Terms
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- Templates for Forex
- The License Number is not displayed properly
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Statistics
- 12 Months ROR
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- Calculate the non compounded Drawdown
- Calmar Ratio
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- Correlation to negative months
- Correlation vs net/gross returns
- Current Drawdown
- Difference between compounded and non compounded rate of return
- Downside Correlation
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- Drawdown Report
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- Information Ratio
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- Sharpe Ratio Simple
- Since Inception to Last Quarter Return
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- STARR Performance
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- Switch between compounded and noncompounded calculation
- Time Window Analysis
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- Treynor Ratio
- Upside/Downside Capture
- Value Added Monthly Index (VAMI)
- Value at Risk
- Which risk-free rate of return (RFR) do you apply for the calculations?
- Winning / Losing Months
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- Year To Date (YTD)
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- Statistics
- Value Added Monthly Index (VAMI)
Value Added Monthly Index (VAMI)
Created On
Last Updated On
byadam
This index reflects the growth of a hypothetical $1,000 in a given investment over time. The index is equal to $1,000 at inception. Subsequent month-end values are calculated by multiplying the previous month’s VAMI index by 1 plus the current month rate of return.
This statistic is displayed in VAMI chart