Historical simulation of performance and value contributionsThe simulation allows you to historically simulate the performance of your asset allocation in the planning mode. In various charts and a table view, you are able to analyse the performance as if you would have already invested your investment amount in this strategy for example one year ago.
Performance of the total portfolio, asset classes or individual ETFsYou are able to simulate the historical performance of your portfolio on portfolio level as well as on a detailed level, such as asset class or ETF level. By default the performance is calculated including dividends. Besides the relative change, you can analyse the performance for the total portfolio value or absolute change.
Simulation period is freely selectableYou can choose any individual period for which you like to simulate your ETF strategy. However, the maximum available time period is limited to the youngest ETF in the portfolio, as the performance simulation is based on the past performance of the ETFs. Select the option "Simulation based on the oldest ETFs" to use the maximum possible period for the simulation. Here, the system automatically selects the oldest available ETF on the selected indices.
In the planning mode, you can always adapt your simulated ETF strategy and the simulation results are immediately updated automatically.
ETF strategy can be adapted at any time during simulation
Simulation in charts and table viewTo analyze the simulation results, a line chart, a bar chart, a risk cloud and a table view are available.
In the risk cloud, you get the annualised return and the annualised risk of all positions in the portfolio simulated over the selected period. The size of the circles corresponds to the weight of a position in the portfolio.