Performance
Total portfolio growth.
Cumulative net return of the combined portfolio over the selected window.
Breakdown
Annualized returns by sleeve.
Each strategy carries its own return and volatility profile; the blend is the product.
- Public Equities — S&P 100®
- Digital Assets
- Real Estate
- Venture
| Sleeve | Since Incept. | 1 Year | 3 Year | 5 Year | 10 Year |
|---|---|---|---|---|---|
| Public Equities — S&P 100® | +12.4% | +15.8% | +14.2% | +13.1% | +12.6% |
| Digital Assets | +31.2% | +18.4% | +24.6% | +27.9% | +30.1% |
| Real Estate | +9.8% | +7.2% | +8.1% | +9.4% | +9.9% |
| Venture | +14.6% | +6.5% | +9.7% | +15.2% | +14.1% |