Potential vs. actual
Quarterly portfolio value
Potential
Actual
Add actual balances below to plot your progress.
Kelly Letter
9Sig Return Tracker
Quarterly compounding dashboard
Compare your portfolio’s actual quarterly value against four potential return paths. Every entry stays private in this browser unless you export it.
Quarterly portfolio value
The selected scenario drives the potential and variance columns.
| Quarter | Potential | Actual | Difference | Variance |
|---|
Method: each annual target is divided into four equal quarterly rates and compounded every three months. Projections are illustrative potential returns, exclude contributions, withdrawals, fees, and taxes, and are not investment advice.