Portfolio Lab

What do you actually want to see when you weigh up a portfolio? Its total return, of course, both cumulative over the period you examine and annualised. Its risk, too: volatility, the worst drawdown, and how long it stayed underwater. And any serious investor will want to hold a portfolio up against something meaningful, whether recognised industry benchmarks, the seven model portfolios, a cash return, or inflation. The instrument below lets you see all of that at once. Build any allocation from 134 building blocks (mostly ETFs, together with several Swiss real estate funds) across four currencies (USD, EUR, CHF and GBP), test it on daily total-return data from 31 December 2015 to 30 June 2026, switch the reference currency, and simulate different rebalancing rules and annual expenses. The full methodology, sources and limitations are set out at the bottom of the tool. It is offered for education and information only, and is not investment advice.