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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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currency, inflation, & funds
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LCB LCV LCG SCB SCV SCG ITT LTT STT BIL REIT GLD COM
USA Global
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LCB ITT BIL
%

Rolling Returns
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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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Articles


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