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Every 3 months
USD
What it affects
Portfolio Performance Settings
What it means
Portfolio Performance Chart
The chart shows the growth of an initial investment of $10,000 in Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.
Click Calculate to get resultsPortfolio Growth Contribution
How much each holding added to — or subtracted from — your portfolio's total growth over this period. The bars stack to the Portfolio total: winners push it up, losers pull it back.
Click Calculate to get resultsReturns By Period
Click Calculate to get resultsMonthly Returns
Click Calculate to get resultsAllocation Over Time
This chart presents a detailed view of the portfolio's composition from its inception to the present day.
Click Calculate to get results