performance figures | Voters

performance figures

complete

Fuchsia Armadillo

I attached a chart below of standard benchmarks I use from model portfolios. The 60/40 SPY/AGG model is showing 23% for 1 year but I am not sure how its getting to that. Is something off?

January 13, 2026

Conor MacNeil

marked this post as

complete

Issue should now be resolved.

Conor MacNeil

marked this post as

under review

Fuchsia Armadillo

I checked the model settings and its 60% SPY and 40% AGG with annual rebalance and 0 advisory fees

Conor MacNeil

Fuchsia Armadillo: What is the inception of the portfolio Shahram, the date it starts?

Fuchsia Armadillo

Conor MacNeil common inception is 2003 but this is only a 1 year chart.

Conor MacNeil

Fuchsia Armadillo: Can you provide the exact date? I am wondering if the model rebalanced during the drawdown in the Q1/Q2 period of 2025 and thus caused a but of outperformance thanks to S&P's recovery from the trough.

Fuchsia Armadillo

Conor MacNeil 1/12/25-1/12/26 and its set to annually rebalance like the other model allocations in the image

Conor MacNeil

Fuchsia Armadillo: Can you check again after refreshing your browser now?

Fuchsia Armadillo

Conor MacNeil the 60/40 looks fine but the 40/60 does not

Fuchsia Armadillo

all the settings are the same for every benchmark you see listed here

Conor MacNeil

Fuchsia Armadillo: Should be good now. Please check?

Fuchsia Armadillo

Conor MacNeil good to go thanks