EXPLORE / ALLOCATION CHANGES
Portfolio allocation comparisons
Compare how changing an asset, weight, geography, duration, or weighting rule alters the portfolio trade-off.
COMPARISONS IN THIS TOPIC
Start with the decision you want to test.
Each example keeps the portfolio rules visible so the measured difference remains interpretable.
01HISTORICAL RESULT
VTI Allocation Test
100% VTI 90% VTI / 10% GLD
$23,615vs$23,891
02HISTORICAL RESULT
Gold: 0% vs 10% vs 20%
60% VTI / 40% BND 50% VTI / 40% BND / 10% GLD
$15,978vs$16,100
03HISTORICAL RESULT
Three-Fund vs 60/40
60% VTI / 40% BND 42% VTI / 18% VXUS / 40% BND
$15,978vs$15,126
04HISTORICAL RESULT
US vs Global Equity
60% VTI / 40% BND 42% VTI / 18% VXUS / 40% BND
$15,978vs$15,126
05HISTORICAL RESULT
Short vs Long Duration
60% VTI / 40% BND 60% VTI / 40% TLT
$15,978vs$13,369
06HISTORICAL RESULT
60/40 vs All Weather
60% SPY / 40% AGG All Weather ETF proxy
$22,752vs$15,135