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Rolling Returns

The Rolling Returns chart displays every inflation-adjusted compound return of a specified investing timeframe. Use this to study how average returns vary depending on start year, to find a portfolio appropriate for the timeframe of your goals, and to explore trends that may influence your financial decisions.

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Golden Butterfly
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Rolling Returns
Golden Butterfly

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

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Overview


The Rolling Returns chart calculates the inflation-adjusted CAGR for a specified investing timeframe looking at every start year on record. Drag the slider to adjust the timeframe length. Watching the returns smooth out the longer the timeframe is a nice visual reminder of the importance of patience when evaluating portfolio performance.

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A New Tool for Matching Goals to Timeframes

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Articles


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