I've been mildly excited waiting for the 19th June - as VAGP is now three years old. This means it will start appearing in the three year performance data and I can also see it's effects on moderating (or otherwise) portfolio volatility. All data below sourced from Trustnet.
Firstly, the nominal performance of (approximately) my SIPP vs FTSE100 and FTSE 350 (the latter two being popular references on this forum). The ISA's and JISA's are structurally very similar (even if the holdings for a different asset class mildly differ) hence have similar results. Actually, the ISA is better as MWY has outperformed ATST as the active equity holding.
![Image](https://i.imgur.com/hxfvW9A.jpg)
Now split out into it's constituents
![Image](https://i.imgur.com/FOjqqzV.jpg)
And finally, the portfolio's notional risk profile
![Image](https://i.imgur.com/JIZHbqv.jpg)
where the red is ATST, the yellow VWRP and the green VAGP.
Big picture, I'm happy with what I'm seeing so far - higher return, lower risk - even after the recent period (where the US has underperformed and the FTSE has improved).
Obviously, if I'd just left the kids JISA's wholly in FCIT, they would have been even better ...
![Sad :(](./images/smilies/icon_e_sad.gif)
Regards, Newroad