Charts

Good decisions require good data, but sometimes an image can communicate complex ideas far more clearly than a mountain of raw numbers. From the full range of historical accumulation paths to the worst-case retirement withdrawal rates, these interactive charts allow you to study any asset allocation you like from many different perspectives. They’re fully customizable, not only by portfolio but also by home country.

/// How the Charts Work ///

Portfolio Comparisons

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Portfolio Charts

Backtest any portfolio using a wide variety of unique asset options

If you prefer to see the results for every chart at once, try the My Portfolio tool.

Spreadsheets

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Model any investing strategy using returns data that you provide

Flexible templates to visualize any data

Download an Excel spreadsheet, enter the annual returns, and instantly see the full range of historical outcomes for any portfolio strategy you can imagine.

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