How does the portfolio simulation work

Historical simulation of performance and value contributions

The 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 ETFs
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. 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.
Please note ...
Past performance is not a forecast nor a guarantee for future performance.
Simulation period is freely selectable
You 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.

ETF strategy can be adapted at any time during simulation
In the planning mode, you can always adapt your simulated ETF strategy and the simulation results are immediately updated automatically.


Benchmark comparison

In addition to different interest rates, you are able to add any ETF as benchmark for the simulation.
Hint: Show or hide items by chart legend
Click on the name of a single item in the chart legend to show or hide the position in the chart.

Portfolio comparison

In addition to single ETFs, you are able to add each of your existing portfolios and compare the performance in detail with your new strategy. In this case, the system will assume the same investment amount and apply historic returns of the benchmark portfolio in its portfolio currency.


Simulation in charts and table view

To 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.



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