Hi Mark,
Could you please explain why there is such a big difference in the 2 graphs. The portfolio gain graph displays the gain correct and it is close top a new high and 35% up for the year.
If you look at the portfolio overlay graph in RED and the % displayed in the top left corner it indicates only 25% gain in the last year and not near the top.
One would expect the overlay value to reflect the actual value of the portfolio as can be seen in the portfolio value graph.
In this case no withdrawals have been made and only switches between funds.
Due to the lump sum being added one can understand that the % gain could be lower due to the increased value but I would think it should still show the portfolio close to a new high in value on the overlay graph as it does in the portfolio value graph.
Please help as I use the overlay value a lot to see my portfolio performance vs the 2 funds I use to switch.
Regards.