Build Portfolio Performance Analysis in Seconds
Use Viete AI to create a comprehensive portfolio performance analyzer. Calculate returns, measure risk-adjusted performance, and benchmark results with automated Sharpe ratio and alpha calculations.
Portfolio Performance Analysis
Measure investment success with comprehensive metrics. Calculate time-weighted returns, alpha, beta, and Sharpe ratios in powerful Excel models.
How It Works
Import Performance Data
Load portfolio values and transaction history
Generate Analysis Tool
Receive Excel model with performance calculations
Select Benchmarks
Choose appropriate indexes for comparison
Review Metrics
Examine returns and risk-adjusted performance
Analysis Features
TWR & IRR Calculations
Compute both time-weighted and money-weighted returns accurately
Risk Metrics Suite
Measure standard deviation, downside risk, and maximum drawdown
Risk-Adjusted Returns
Calculate Sharpe, Sortino, and information ratios
Attribution Analysis
Break down returns into allocation and selection effects
Rolling Period Returns
Examine performance across different time windows
Performance Charts
Visualize cumulative returns and relative outperformance
Understand Your Investment Results
Gain deep insights with professional-grade performance tools