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 you are able to analyse the performance as you would have already invested your investment amount in this strategy for example one year ago.
Under chart options you 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. Moreover can use the second selectbox to choose whether the value is displayed as market value, absolute change or relative change. Additionally, you are able to freely select the time period of your simulation. 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.
In order to hide a value temporarily from the chart, click on the position name in the chart legend.