Portfolio Charts

This displays the frequency and distribution of every individual inflation-adjusted annual return.

This maps the fall and eventual recovery of every inflation-adjusted loss (using year-end data).

This compares the annual real returns of the portfolio to each asset and measures the volatility extremes.

This tracks the range of years needed to fully fund the portfolio’s long term withdrawal rate.

This displays every real CAGR based on the year the money was invested and the years held.

This shows the full range of real CAGRs starting in every year based on how long you stayed invested.

This tracks the inflation-adjusted portfolio growth of every investing start date simultaneously.

This studies the real account values and withdrawals for every retirement year using custom withdrawal rules.

This maps the rolling real CAGRs for a given investing timeframe starting in every year.

This shows the range of savings rates required to meet a financial goal looking at every investing timeframe.

This compares how the last 10-year return compared to the next 10-year return at any point in time.

This shows how investor account values strayed from the smooth growth path implied by the long-term average.

This charts the withdrawal rates of every retiree simultaneously assuming constant real spending levels.