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Things Have Changed

One of the side effects of constant design iteration is that occasionally old designs get retired. It appears you have followed a link to an old tool, but no worries! No matter what you’re looking for, here are a few suggestions to point you in the right direction.

Returns Quilt

You can find the annual performance of each portfolio in the Heat Map when you look in the first column. And rather than thinking in terms of individual years, try expanding your thinking to some of the statistical metrics like the baseline return that aren’t so sensitive to start date bias.

Rank Over Time

Try the Portfolio Matrix and sort it by compound return. You can rank every portfolio over any investing length you like, and it has the added benefit of studying every rolling timeframe simultaneously instead of just one.

Risk And Return

Instead of mapping just two metrics at a time, the Portfolio Matrix studies eight and also helps you see the individual values. It’s a really good way to evaluate tradeoffs.

Fund Finder

The old Fund Finder list of ETFs for every asset is now built into every chart! Just open your favorite chart and change the Description dropdown from Asset Class to Example ETFs.

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