The Value chart shows the growth of the portfolio value with the contribution of each asset. The values are calculated at the end of each month.
- For model portfolios, the chart shows the growth of $100,000.
- For portfolios where shares are specified, the charts shows the growth from the portfolio initial value, based on the number of shares.
If you select "show as weights", the chart shows the evolution of portfolio weights over the selected period. Weights always add up to 100%. The weights are calculated at the end of each month.