Rate of Return
This is the rate you need to make on your portfolio in order to not lose purchasing power after subtracting your expenses, taxes, and cost of living increase.
This is a statistic that measures how much risk you are taking versus your return. The lower the number, the better.
Variance Drag Phantom Tax
This ratio calculates the degree of your standard deviation in proportion to your rate of return. Ideally, it will be at 0.8 or less. Anything over 1.5 is not acceptable.
You want this to be 1 or higher on your entire portfolio. Anything at 0.5 or less is unacceptable.
Probability of Any Loss in the Next 12 Months
This is the probability that your portfolio will experience any loss during the next 12 months. It should be 15% or less.
Amount of Money at Risk in the Next 12 Months
Based on historical data, this identifies how much money is at risk.
Upper and Lower Return
You want this range of returns to be as narrow as possible.
Correlation to S&P 500
This shows the movement of one investment or index in relation to another. The scale is between +1 and -1.