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.
Chart
My Portfolio
Home Country
currency, inflation, & funds
| Stocks | Bonds | Real | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LCB | LCV | LCG | SCB | SCV | SCG | ITT | LTT | STT | BIL | REIT | GLD | COM | |||||
| USA | Global | ||||||||||||||||
| Europe | |||||||||||||||||
|
Developed
Ex-US
|
|||||||||||||||||
|
Developed
World
|
|||||||||||||||||
| Emerging | |||||||||||||||||
| LCB | ITT | BIL |
|---|
| % |
|---|
Rolling Returns
My Portfolio
Calculating...
Save & Share:
Image
Link PortfolioCharts.com
Update the portfolio to refresh the chart
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.
Featured Walkthrough
Discussion
Join the conversation
![]()
Articles
Insights that reference Rolling Returns










