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Interactive Rolling Returns - Portfolio Toolbox
Portfolio Toolbox
market indicator

Rolling Returns

Diversification is used to capture the overall market return because there is no way to predict which asset with outperform the market over long time periods. This interactive tool visualizes rolling return periods from 1-20 years for asset classes, sectors or individual stocks, mutual funds or ETFs. These returns are ranked and displayed in a "periodic table" below. Some call this a "jellybean chart" or "investment quilt".