Portfolio Performance

Determining how your portfolio is doing may be more complicated than you think.

How Should You Measure Your Portfolio’s Performance?

Have you ever wondered why your portfolio is performing better or worse than the stock market? Measuring your performance against a simple benchmark, like the S&P 500, can be like comparing apples and oranges.

It’s also important to assess the level of risk you are taking relative to your goals and how well your portfolio is tracking against your investment plan. When it comes to understanding your portfolio’s performance, it helps to consider:

  • What the right comparison benchmark is for your investment portfolio.
  • Whether you are taking risk that is inappropriate for your circumstances.
  • How closely your actual investments track to your recommended asset allocation.

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