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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


PORTFOLIO FINDER

PORTFOLIO FINDER

PORTFOLIO MATRIX

PORTFOLIO MATRIX

RISK AND RETURN

RISK AND RETURN


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Backtest any portfolio using a wide variety of unique asset options

Frequency Chart Icon

ANNUAL RETURNS

DRAWDOWNS

DRAWDOWNS

EQUALIZER

EQUALIZER

FINANCIAL INDEPENDENCE

FINANCIAL INDEPENDENCE

FUND FINDER

FUND FINDER

HEAT MAP

HEAT MAP

LONG TERM RETURNS

LONG TERM RETURNS

PORTFOLIO GROWTH

PORTFOLIO GROWTH

RETIREMENT SPENDING

RETIREMENT SPENDING

ROLLING RETURNS

ROLLING RETURNS

SAVINGS RATES

SAVINGS RATES

START DATE SENSITIVITY

START DATE SENSITIVITY

TARGET ACCURACY

TARGET ACCURACY

WITHDRAWAL RATES

WITHDRAWAL RATES


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

Standalone Tools


Model any investing strategy using returns data that you provide

Spreadsheet templates to visualize any data

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

/// How They Work ///

If you don’t have Excel, all you need is a free Microsoft Office account.

Individual Charts

Annual Returns

Drawdowns

Financial Independence

Heat Map

Long Term Returns

Portfolio Growth

Retirement Spending

Rolling Returns

Savings Rates

Start Date Sensitivity

Target Accuracy

Withdrawal Rates

Bundles

My Portfolio — Includes every chart. Save 25% compared to buying them individually!

Free Sample

Equalizer — It’s fully functional, so give it a spin before you start your collection.

Browse All Tools

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