PortfolioPilot shows an average yearly return for the holdings you own today, labelled Historical data (Average IRR) on the Trend chart.
It is the yearly return of your current holdings at today's weights over the past five years, not a money-weighted return of your own deposits and withdrawals. You see it next to the 12-month forecast. Included in the Free plan.
The Trend chart with a hypothetical portfolio. Switch the range.
PortfolioPilot IRR calculator demo. The Trend chart with a hypothetical portfolio. Switch the range.
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.
On Track, switch the chart to Trend.
Historical data (Average IRR) sits next to the 12-month forecast.
How to read the number, and what it leaves out.
Your current holdings at today's weights, applied to past prices.
An average yearly return over the past five years.
Deposits, withdrawals and past trades are not part of it, so it is not your personal IRR.
Compare the past average with the 12-month expected return.
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.
No. It does not use your deposits and withdrawals. The average shown is for today's holdings over five years.
On Track, in the Trend view.
The backtest charts growth of $10,000 from a start date you choose. The average is one yearly number.
Yes. Trend is included in the Free plan.
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