What do the marks on the performance chart mean?
They name four days on your own line: your first purchase, when it first passed what you had put in, its highest point, and when it was furthest below what you had put in.
The marks name days on your own line that are worth knowing about. They are facts about what has already happened, read from the line itself, so a mark can never point at a day the line does not have. None of them is a prediction, and none suggests you should have acted on that day.
| Mark | What it marks |
|---|---|
| First purchase | The first day money went in. |
| Past what you had put in | The first day your holdings were worth more than everything you had put in so far. |
| Highest it has been | The day the value was highest — not shown when that is today. |
| Furthest below what you had put in | The day the value was furthest below what you had put in — only if it ever was. |
The rest of the chart
- Two lines: Worth, what your priced holdings were worth, and Put in, what you had invested by then. The gap between them is your gain.
- The heading says what they are worth now and how much more, or less, than you put in.
- The window buttons — 1M, 6M, 1Y, All — change the span. It opens on six months, and only marks inside the chosen window are drawn.
- Under the chart: Highest it has been, Ahead of what you put in (the share of days measured), and This line starts.
- A dotted Everything held line, from monthly snapshots that include deposits and typed figures, appears once there are two of them.
How the line is built
The line is rebuilt from your ledger and each day’s close: the units you held on each date, times the close on or before it. It is daily for the last year and month-end before that. Everything is converted at today’s exchange rates, because there is no history of rates to use, and the note under the chart says so.
See this in your own plan.
Open Investment PerformanceLast reviewed 1 October 2026.