A benchmark comparison puts your portfolio next to a standard index, so you can see whether its return, risk and cost are reasonable.
On Analysis & comparison, pick any of your portfolios, drafts or groups and one of four indexes. PortfolioPilot shows key metrics side by side and charts growth of $10,000 from a start date. Included in the Free plan.
Growth of a hypothetical portfolio against the benchmarks.
PortfolioPilot benchmark comparison demo. Growth of a hypothetical portfolio against the benchmarks.
The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.
Three steps from your accounts to the answer.
Connect brokerages, 401(k)s and IRAs, upload a statement, or enter holdings by hand.
In Improve, choose Analysis & comparison.
Select a portfolio or index on each side and read the metrics and chart.
Key metrics and scores, then the chart.
Portfolio Score and its three grades for your own portfolios. Indexes have no score.
Expected return and volatility for both sides.
Dividend yield and fund fees.
Growth of $10,000 from the start date you choose.
Add your accounts and see it for your own situation.
Get startedShort answers here, with a link to the full help center article where one exists.
S&P 500, NASDAQ, a bond index and a 60/40 portfolio.
Yes, including drafts and asset groups.
Scores are calculated for your portfolios, not for indexes.
Yes. It is included in the Free plan.
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