Backtest Portfolio Asset Allocation

This portfolio backtesting tool allows you to construct one or more portfolios based on the selected mutual funds, ETFs, and stocks. You can analyze and backtest portfolio returns, risk characteristics, style exposures, and drawdowns. The results cover both returns and fund fundamentals based portfolio style analysis along with risk and return decomposition by each portfolio asset. You can compare up to three different portfolios against the selected benchmark, and you can also specify any periodic contribution or withdrawal cashflows and the preferred portfolio rebalancing strategy.

The related asset class level portfolio modeling tool allows you to analyze and compare asset class level portfolios with a longer time horizon starting from 1972.

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Portfolio Analysis Results (Oct 1999 - Dec 2020)

Portfolio Allocations

Portfolio 1
Ticker Name Allocation
BOGIX Bogle Investment Mgmt Sm Cp Gr Instl 100.00%
Save portfolio »
Portfolio 2
Ticker Name Allocation
VTSMX Vanguard Total Stock Mkt Idx Inv 100.00%
Save portfolio »

Portfolio Returns

Portfolio performance statistics
PortfolioInitial BalanceFinal BalanceCAGRStdevBest YearWorst YearMax. DrawdownSharpe RatioSortino RatioUS Mkt Correlation
Portfolio 1$10,000$93,271 11.08% 21.57%58.80%-48.19%-63.31% 0.520.780.89
Portfolio 2$10,000$48,478 7.71% 15.71%33.35%-37.04%-50.89% 0.450.641.00
   

Trailing Returns

Trailing Returns
NameAnnualized ReturnAnnualized Volatility
3 Month1 year3 year5 year10 yearFull3 year5 year
Portfolio 125.34%21.56%8.20%12.17%11.45%11.08%26.25%22.52%
Portfolio 214.65%20.87%14.37%15.30%13.66%7.71%19.67%16.01%
Trailing annualized return and volatility are for full months ending in December 2020 excluding portfolio cashflows.
Notes on results:
  • Past performance is no guarantee of future results, which may vary. All use is subject to terms of service.
  • Investing involves risk, including possible loss of principal. The value of the investments and the income derived from them may fluctuate over time.
  • All portfolio returns presented are hypothetical and backtested. Hypothetical returns do not reflect trading costs, transaction fees, or taxes.
  • The results are based on information from a variety of sources we consider reliable, but we do not represent that the information is accurate or complete.
  • The results do not constitute investment advice or recommendation, are provided solely for informational purposes, and are not an offer to buy or sell any securities.
  • The results are based on the total return of assets and assume that all received dividends and distributions are reinvested.
  • The annual results for 1999 are based on monthly returns from October to December
  • CAGR = Compound Annual Growth Rate
  • Stdev = Annualized standard deviation of monthly returns
  • Sharpe and Sortino ratios are calculated and annualized from monthly excess returns over risk free rate (3-month treasury bill)
  • Stock market correlation is based on the correlation of monthly returns
  • Drawdown analysis is calculated based on monthly returns excluding cashflows
  • The results assume annual rebalancing of portfolio assets to match the specified allocation
  • Portfolio cashflows and rebalancing for quarterly and annual periods are aligned with calendar periods.
Annual returns for the configured portfolios
YearInflationPortfolio 1Portfolio 2Bogle Investment Mgmt Sm Cp Gr Instl (BOGIX)Vanguard Total Stock Mkt Idx Inv (VTSMX)
ReturnBalanceReturnBalance
19990.24%30.17%$13,01718.26%$11,82630.17%18.26%
20003.39%26.80%$16,506-10.57%$10,57626.80%-10.57%
20011.55%5.22%$17,368-10.97%$9,4165.22%-10.97%
20022.38%-17.58%$14,315-20.96%$7,442-17.58%-20.96%
20031.88%58.80%$22,73231.35%$9,77658.80%31.35%
20043.26%10.86%$25,20112.51%$10,99910.86%12.51%
20053.42%17.38%$29,5825.98%$11,65717.38%5.98%
20062.54%15.48%$34,16015.51%$13,46515.48%15.51%
20074.08%-5.49%$32,2835.49%$14,204-5.49%5.49%
20080.09%-48.19%$16,727-37.04%$8,943-48.19%-37.04%
20092.72%45.88%$24,40228.70%$11,51045.88%28.70%
20101.50%29.25%$31,53917.09%$13,47829.25%17.09%
20112.96%-4.92%$29,9880.96%$13,607-4.92%0.96%
20121.74%26.17%$37,83716.25%$15,81926.17%16.25%
20131.50%46.87%$55,57233.35%$21,09446.87%33.35%
20140.76%2.38%$56,89312.43%$23,7162.38%12.43%
20150.73%-7.69%$52,5160.29%$23,786-7.69%0.29%
20162.07%19.77%$62,90012.53%$26,76719.77%12.53%
20172.11%17.07%$73,63521.05%$32,40217.07%21.05%
20181.91%-16.00%$61,853-5.26%$30,699-16.00%-5.26%
20192.29%24.05%$76,72830.65%$40,10724.05%30.65%
20201.36%21.56%$93,27120.87%$48,47821.56%20.87%
Annual return for 1999 is from 10/01/1999 to 12/31/1999
Monthly returns for the configured portfolios
YearMonthPortfolio 1 ReturnPortfolio 2 ReturnBogle Investment Mgmt Sm Cp Gr Instl (BOGIX)Vanguard Total Stock Mkt Idx Inv (VTSMX)
1999103.25%6.29%3.25%6.29%
1999119.93%3.42%9.93%3.42%
19991214.68%7.59%14.68%7.59%
20001-3.33%-4.18%-3.33%-4.18%
2000217.81%2.54%17.81%2.54%
200031.85%5.69%1.85%5.69%
20004-2.70%-5.21%-2.70%-5.21%
20005-2.95%-3.41%-2.95%-3.41%
2000611.75%4.42%11.75%4.42%
20007-1.10%-1.95%-1.10%-1.95%
2000810.58%7.28%10.58%7.28%
20009-1.77%-4.67%-1.77%-4.67%
200010-0.15%-2.04%-0.15%-2.04%
200011-10.95%-9.90%-10.95%-9.90%
2000128.44%1.78%8.44%1.78%
200112.09%3.83%2.09%3.83%
20012-5.94%-9.41%-5.94%-9.41%
20013-4.90%-6.72%-4.90%-6.72%
2001410.41%8.16%10.41%8.16%
200153.32%1.01%3.32%1.01%
200162.06%-1.64%2.06%-1.64%
20017-0.93%-1.71%-0.93%-1.71%
20018-3.17%-6.00%-3.17%-6.00%
20019-9.73%-9.00%-9.73%-9.00%
2001104.99%2.52%4.99%2.52%
2001114.05%7.63%4.05%7.63%
2001124.62%1.78%4.62%1.78%
200211.74%-1.24%1.74%-1.24%
20022-2.20%-2.05%-2.20%-2.05%
200237.14%4.38%7.14%4.38%
200242.10%-4.90%2.10%-4.90%
20025-4.01%-1.22%-4.01%-1.22%
20026-3.42%-7.06%-3.42%-7.06%
20027-13.39%-8.02%-13.39%-8.02%
200281.31%0.53%1.31%0.53%
20029-7.57%-10.07%-7.57%-10.07%
2002101.03%7.65%1.03%7.65%
2002113.78%6.06%3.78%6.06%
200212-3.94%-5.57%-3.94%-5.57%
20031-0.72%-2.54%-0.72%-2.54%
20032-2.73%-1.69%-2.73%-1.69%
200330.25%1.09%0.25%1.09%
200349.21%8.21%9.21%8.21%
2003510.31%6.11%10.31%6.11%
200363.25%1.43%3.25%1.43%
200378.30%2.36%8.30%2.36%
200384.90%2.39%4.90%2.39%
20039-0.97%-1.15%-0.97%-1.15%
20031010.32%6.12%10.32%6.12%
2003115.00%1.38%5.00%1.38%
2003121.19%4.48%1.19%4.48%
200416.56%2.23%6.56%2.23%
200420.00%1.43%0.00%1.43%
20043-0.96%-1.07%-0.96%-1.07%
20044-6.07%-2.11%-6.07%-2.11%
200450.77%1.35%0.77%1.35%
200464.41%2.09%4.41%2.09%
20047-6.04%-3.80%-6.04%-3.80%
20048-3.25%0.31%-3.25%0.31%
200496.32%1.74%6.32%1.74%
200410-0.75%1.68%-0.75%1.68%
2004117.71%4.68%7.71%4.68%
2004122.88%3.63%2.88%3.63%
20051-3.41%-2.68%-3.41%-2.68%
200523.96%2.07%3.96%2.07%
20053-3.05%-1.75%-3.05%-1.75%
20054-4.70%-2.32%-4.70%-2.32%
200556.20%3.77%6.20%3.77%
200563.23%0.81%3.23%0.81%
200577.07%4.11%7.07%4.11%
200580.00%-0.94%0.00%-0.94%
200592.33%0.86%2.33%0.86%
200510-0.88%-1.86%-0.88%-1.86%
2005116.35%3.97%6.35%3.97%
200512-0.08%0.14%-0.08%0.14%
2006110.34%3.50%10.34%3.50%
200620.37%0.00%0.37%0.00%
200634.41%1.80%4.41%1.80%
200643.09%1.11%3.09%1.11%
20065-8.04%-3.23%-8.04%-3.23%
20066-1.10%0.17%-1.10%0.17%
20067-5.48%-0.13%-5.48%-0.13%
200681.80%2.31%1.80%2.31%
200691.51%2.27%1.51%2.27%
2006104.93%3.53%4.93%3.53%
2006112.19%2.23%2.19%2.23%
2006121.69%1.13%1.69%1.13%
200711.98%1.88%1.98%1.88%
20072-1.07%-1.61%-1.07%-1.61%
200731.32%1.11%1.32%1.11%
200742.34%4.01%2.34%4.01%
200753.79%3.69%3.79%3.69%
200760.60%-1.67%0.60%-1.67%
20077-6.82%-3.41%-6.82%-3.41%
20078-2.11%1.45%-2.11%1.45%
200793.17%3.59%3.17%3.59%
2007101.89%1.85%1.89%1.85%
200711-10.12%-4.49%-10.12%-4.49%
2007120.39%-0.60%0.39%-0.60%
20081-9.26%-6.08%-9.26%-6.08%
20082-2.70%-3.07%-2.70%-3.07%
20083-4.00%-0.58%-4.00%-0.58%
200842.08%5.02%2.08%5.02%
200853.34%2.09%3.34%2.09%
20086-9.27%-8.19%-9.27%-8.19%
200873.87%-0.77%3.87%-0.77%
200880.93%1.58%0.93%1.58%
20089-14.64%-9.26%-14.64%-9.26%
200810-22.28%-17.63%-22.28%-17.63%
200811-13.81%-7.90%-13.81%-7.90%
2008126.55%1.86%6.55%1.86%
20091-7.38%-8.26%-7.38%-8.26%
20092-11.64%-10.45%-11.64%-10.45%
200937.40%8.65%7.40%8.65%
2009415.82%10.61%15.82%10.61%
200959.01%5.38%9.01%5.38%
200965.63%0.34%5.63%0.34%
200979.60%7.82%9.60%7.82%
200983.39%3.63%3.39%3.63%
200995.70%4.23%5.70%4.23%
200910-7.48%-2.57%-7.48%-2.57%
2009114.22%5.63%4.22%5.63%
2009127.76%2.86%7.76%2.86%
20101-3.57%-3.50%-3.57%-3.50%
201024.37%3.36%4.37%3.36%
201036.19%6.27%6.19%6.27%
201045.70%2.17%5.70%2.17%
20105-7.23%-8.00%-7.23%-8.00%
20106-8.85%-5.66%-8.85%-5.66%
201078.35%6.99%8.35%6.99%
20108-7.21%-4.75%-7.21%-4.75%
2010914.99%9.47%14.99%9.47%
2010104.23%3.94%4.23%3.94%
2010113.94%0.58%3.94%0.58%
2010128.02%6.81%8.02%6.81%
201111.71%2.19%1.71%2.19%
201124.88%3.60%4.88%3.60%
201133.29%0.45%3.29%0.45%
201144.14%2.99%4.14%2.99%
20115-2.75%-1.16%-2.75%-1.16%
20116-0.90%-1.79%-0.90%-1.79%
20117-2.18%-2.28%-2.18%-2.28%
20118-10.11%-5.99%-10.11%-5.99%
20119-13.62%-7.75%-13.62%-7.75%
20111015.59%11.51%15.59%11.51%
201111-1.29%-0.29%-1.29%-0.29%
201112-0.79%0.80%-0.79%0.80%
201219.50%5.08%9.50%5.08%
201224.87%4.26%4.87%4.26%
201231.93%3.07%1.93%3.07%
20124-1.17%-0.65%-1.17%-0.65%
20125-9.35%-6.24%-9.35%-6.24%
201265.08%3.91%5.08%3.91%
20127-0.53%1.03%-0.53%1.03%
201284.77%2.48%4.77%2.48%
201294.14%2.58%4.14%2.58%
201210-0.40%-1.76%-0.40%-1.76%
2012112.70%0.74%2.70%0.74%
2012123.15%1.19%3.15%1.19%
201316.61%5.50%6.61%5.50%
201320.71%1.28%0.71%1.28%
201335.88%3.88%5.88%3.88%
20134-0.92%1.70%-0.92%1.70%
201355.05%2.32%5.05%2.32%
20136-0.67%-1.27%-0.67%-1.27%
201378.65%5.49%8.65%5.49%
20138-3.41%-2.82%-3.41%-2.82%
201396.31%3.66%6.31%3.66%
2013102.07%4.22%2.07%4.22%
2013115.00%2.88%5.00%2.88%
2013124.51%2.63%4.51%2.63%
20141-3.20%-3.11%-3.20%-3.11%
201425.28%4.73%5.28%4.73%
201430.25%0.51%0.25%0.51%
20144-2.51%0.06%-2.51%0.06%
201452.15%2.17%2.15%2.17%
201464.82%2.54%4.82%2.54%
20147-5.35%-1.98%-5.35%-1.98%
201487.60%4.18%7.60%4.18%
20149-6.04%-2.14%-6.04%-2.14%
2014100.64%2.74%0.64%2.74%
201411-0.22%2.41%-0.22%2.41%
201412-0.10%-0.01%-0.10%-0.01%
20151-2.16%-2.77%-2.16%-2.77%
201527.14%5.76%7.14%5.76%
201531.35%-1.04%1.35%-1.04%
20154-0.91%0.42%-0.91%0.42%
201550.40%1.39%0.40%1.39%
20156-1.83%-1.71%-1.83%-1.71%
20157-1.46%1.63%-1.46%1.63%
20158-5.57%-6.03%-5.57%-6.03%
20159-9.03%-2.93%-9.03%-2.93%
2015107.84%7.84%7.84%7.84%
2015112.89%0.54%2.89%0.54%
201512-5.29%-2.03%-5.29%-2.03%
20161-10.31%-5.67%-10.31%-5.67%
201622.48%-0.04%2.48%-0.04%
201639.85%7.01%9.85%7.01%
201642.72%0.63%2.72%0.63%
201650.51%1.79%0.51%1.79%
20166-2.33%0.23%-2.33%0.23%
201677.19%3.95%7.19%3.95%
201680.04%0.26%0.04%0.26%
201693.78%0.15%3.78%0.15%
201610-5.71%-2.21%-5.71%-2.21%
20161111.01%4.44%11.01%4.44%
2016120.99%1.92%0.99%1.92%
201712.19%1.91%2.19%1.91%
201721.26%3.71%1.26%3.71%
20173-0.82%0.07%-0.82%0.07%
201741.41%1.05%1.41%1.05%
20175-3.99%1.01%-3.99%1.01%
201762.91%0.92%2.91%0.92%
201774.96%1.87%4.96%1.87%
201780.22%0.15%0.22%0.15%
201794.37%2.45%4.37%2.45%
2017102.84%2.16%2.84%2.16%
201711-1.08%3.04%-1.08%3.04%
2017121.92%0.99%1.92%0.99%
201813.39%5.31%3.39%5.31%
20182-3.65%-3.72%-3.65%-3.72%
20183-2.12%-1.99%-2.12%-1.99%
201840.56%0.38%0.56%0.38%
201857.74%2.79%7.74%2.79%
20186-0.55%0.68%-0.55%0.68%
201870.43%3.34%0.43%3.34%
201886.65%3.44%6.65%3.44%
20189-0.71%0.16%-0.71%0.16%
201810-11.58%-7.40%-11.58%-7.40%
201811-2.85%2.06%-2.85%2.06%
201812-12.47%-9.29%-12.47%-9.29%
2019112.66%8.59%12.66%8.59%
201924.12%3.50%4.12%3.50%
20193-1.91%1.44%-1.91%1.44%
201942.86%3.98%2.86%3.98%
20195-8.44%-6.45%-8.44%-6.45%
201967.52%6.97%7.52%6.97%
201972.11%1.44%2.11%1.44%
20198-5.45%-2.03%-5.45%-2.03%
201990.66%1.70%0.66%1.70%
2019102.94%2.10%2.94%2.10%
2019114.92%3.77%4.92%3.77%
2019121.43%2.85%1.43%2.85%
20201-4.11%-0.08%-4.11%-0.08%
20202-6.47%-8.18%-6.47%-8.18%
20203-22.80%-13.78%-22.80%-13.78%
2020414.33%13.25%14.33%13.25%
202057.92%5.38%7.92%5.38%
202064.85%2.28%4.85%2.28%
202077.83%5.64%7.83%5.64%
202083.30%7.18%3.30%7.18%
20209-2.81%-3.57%-2.81%-3.57%
2020101.86%-2.16%1.86%-2.16%
20201114.74%12.19%14.74%12.19%
2020127.23%4.45%7.23%4.45%

Returns Based Style Analysis

Returns Based Style Analysis
Style CategoryPortfolio 1Portfolio 2
Large-cap Value0.00%35.23%
Large-cap Growth0.00%46.60%
Mid-cap Value0.00%4.20%
Mid-cap Growth25.87%6.58%
Small-cap Value42.81%3.71%
Small-cap Growth19.01%2.72%
Global ex-US Developed Markets0.00%0.68%
Emerging Markets12.31%0.28%
Corporate Bonds0.00%0.00%
Long-Term Treasuries0.00%0.00%
Intermediate-Term Treasuries0.00%0.00%
Short-Term Treasuries0.00%0.00%
R Squared90.50%99.84%
Style analysis is based on monthly returns from April 2005 to December 2020 and uses total portfolio return with monthly rebalancing. Returns based style analysis aims to explain the portfolio returns based on asset class exposures, it does not identify the actual portfolio holdings.

Holdings Based Style Analysis for Portfolio 1

Holdings Based Style Analysis for Portfolio 1
TickerNameCategoryWeightYieldFeesP/EReturn ContributionRisk Contribution
BOGIXBogle Investment Mgmt Sm Cp Gr InstlSmall Blend100.00%0.20%1.25%15.94$83,271100.00%

Asset Allocation

Equity Market Capitalization

Equity Sectors

Holdings Based Style Analysis for Portfolio 2

Holdings Based Style Analysis for Portfolio 2
TickerNameCategoryWeightYieldFeesP/EReturn ContributionRisk Contribution
VTSMXVanguard Total Stock Mkt Idx InvLarge Blend100.00%1.28%0.14%27.94$38,478100.00%

Asset Allocation

Equity Market Capitalization

Equity Sectors

Fund fundamentals data as of 01/26/2021. (c) 2021 Morningstar. All Rights Reserved. The fund fundamentals information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Portfolio return and risk metrics
MetricPortfolio 1Portfolio 2
Arithmetic Mean (monthly)1.08%0.72%
Arithmetic Mean (annualized)13.70%9.05%
Geometric Mean (monthly)0.88%0.62%
Geometric Mean (annualized)11.08%7.71%
Volatility (monthly)6.23%4.53%
Volatility (annualized)21.57%15.71%
Downside Deviation (monthly)4.12%3.10%
Max. Drawdown-63.31%-50.89%
US Market Correlation0.891.00
Beta(*)1.221.00
Alpha (annualized)2.31%0.00%
R278.85%100.00%
Sharpe Ratio0.520.45
Sortino Ratio0.780.64
Treynor Ratio (%)9.257.06
Calmar Ratio0.230.69
Active Return3.37%-0.00%
Tracking Error10.50%0.00%
Information Ratio0.32-0.00
Skewness-0.48-0.57
Excess Kurtosis1.251.17
Historical Value-at-Risk (5%)-9.85%-8.01%
Analytical Value-at-Risk (5%)-9.16%-6.73%
Conditional Value-at-Risk (5%)-13.67%-10.11%
Upside Capture Ratio (%)132.97100.00
Downside Capture Ratio (%)120.29100.00
Safe Withdrawal Rate10.96%5.35%
Perpetual Withdrawal Rate7.83%5.04%
Positive Periods154 out of 255 (60.39%)165 out of 255 (64.71%)
Gain/Loss Ratio1.010.81
* US stock market is used as the benchmark for calculations. Value-at-risk metrics are based on monthly values.

Drawdowns for Historical Market Stress Periods

Drawdowns for Historical Market Stress Periods
Stress PeriodStartEndPortfolio 1Portfolio 2
Dotcom CrashMar 2000Oct 2002-24.82%-44.11%
Subprime CrisisNov 2007Mar 2009-61.74%-50.89%

Drawdowns for Portfolio 1

Drawdowns for Portfolio 1 (worst 10)
RankStartEndLengthRecovery ByRecovery TimeUnderwater PeriodDrawdown
1Jul 2007Feb 20091 year 8 monthsDec 20123 years 10 months5 years 6 months-63.31%
2Sep 2018Mar 20201 year 7 monthsNov 20208 months2 years 3 months-35.88%
3May 2002Feb 200310 monthsAug 20036 months1 year 4 months-26.87%
4Apr 2015Jan 201610 monthsNov 201610 months1 year 8 months-22.08%
5May 2006Jul 20063 monthsApr 20079 months1 year-14.04%
6Sep 2000Mar 20017 monthsJun 20013 months10 months-13.49%
7Jul 2001Sep 20013 monthsJan 20024 months7 months-13.42%
8Mar 2004Aug 20046 monthsNov 20043 months9 months-11.04%
9Sep 2014Jan 20155 monthsMar 20152 months7 months-7.78%
10Mar 2005Apr 20052 monthsJun 20052 months4 months-7.61%
Worst 10 drawdowns included above

Drawdowns for Portfolio 2

Drawdowns for Portfolio 2 (worst 10)
RankStartEndLengthRecovery ByRecovery TimeUnderwater PeriodDrawdown
1Nov 2007Feb 20091 year 4 monthsMar 20123 years 1 month4 years 5 months-50.89%
2Sep 2000Sep 20022 years 1 monthApr 20063 years 7 months5 years 8 months-44.11%
3Jan 2020Mar 20203 monthsJul 20204 months7 months-20.89%
4Oct 2018Dec 20183 monthsApr 20194 months7 months-14.28%
5Jun 2015Sep 20154 monthsMay 20168 months1 year-8.88%
6Apr 2000May 20002 monthsAug 20003 months5 months-8.44%
7Apr 2012May 20122 monthsAug 20123 months5 months-6.85%
8May 2019May 20191 monthJun 20191 month2 months-6.45%
9Sep 2020Oct 20202 monthsNov 20201 month3 months-5.65%
10Feb 2018Mar 20182 monthsJul 20184 months6 months-5.64%
Worst 10 drawdowns included above

Portfolio Assets

Performance statistics for portfolio components
TickerNameCAGRStdevBest YearWorst YearMax. DrawdownSharpe RatioSortino RatioUS Mkt Correlation
BOGIXBogle Investment Mgmt Sm Cp Gr Instl11.08%21.57%58.80%-48.19%-63.31%0.520.780.89
VTSMXVanguard Total Stock Mkt Idx Inv7.71%15.71%33.35%-37.04%-50.89%0.450.641.00

Monthly Correlations

Correlations for the portfolio assets
TickerNameBOGIXVTSMXPortfolio 1Portfolio 2
BOGIXBogle Investment Mgmt Sm Cp Gr Instl1.000.891.000.89
VTSMXVanguard Total Stock Mkt Idx Inv0.891.000.891.00

Portfolio Return Decomposition

Portfolio return decomposition
TickerNamePortfolio 1Portfolio 2
BOGIXBogle Investment Mgmt Sm Cp Gr Instl$83,271
VTSMXVanguard Total Stock Mkt Idx Inv$38,478

Portfolio Risk Decomposition

Portfolio risk decomposition
TickerNamePortfolio 1Portfolio 2
BOGIXBogle Investment Mgmt Sm Cp Gr Instl100.00%
VTSMXVanguard Total Stock Mkt Idx Inv100.00%

Annual Asset Returns

Rolling returns summary
Roll PeriodPortfolio 1Portfolio 2
AverageHighLowAverageHighLow
1 year11.23%79.42%-51.97%7.82%56.25%-43.18%
3 years9.40%36.00%-25.24%7.71%26.60%-16.27%
5 years9.25%32.84%-10.79%8.00%23.85%-6.23%
7 years8.85%20.11%-3.27%7.93%17.28%-3.02%
10 years8.73%18.15%3.01%7.77%16.73%-1.13%
15 years8.84%12.27%5.29%7.86%10.87%4.25%