Compare portfolios on the same timeline.
Select up to four portfolios. Every result uses the latest common fund inception date, monthly adjusted prices, reinvested distributions, and a $10,000 starting value.
Select at least two portfolios.
Common-period result
Growth of $10,000
| Portfolio | Ending value | Annualized return | Annualized volatility | Beta vs SPY | Maximum drawdown | Best full year | Worst full year | Expense ratio |
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Expense ratios are target-weighted from date-stamped fund-issuer figures. A value appears only when every holding is covered; missing fees are never treated as zero. Beta uses the same monthly total-return period as the comparison and measures sensitivity to SPY—not the chance or size of a loss.
Expense-ratio sources
What each portfolio holds
Allocation comparison
How to read this comparison
Results use monthly adjusted prices and restore each portfolio to its displayed target weights every month. This is a transparent approximation; it does not include taxes, trading costs, bid-ask spreads, advisory fees, or investor cash flows.
The latest common inception date prevents a younger fund from being replaced with an undisclosed proxy. Consequently, adding one newer holding can shorten the period for every selected portfolio. Rules-based portfolios such as Trinity are excluded until this tool can reproduce their changing allocations faithfully. Past performance does not predict future results.