| Ticker | Weight | Action | |
|---|---|---|---|
| VTSAX | |||
| AVUV | |||
| VGSLX | |||
| VTMGX | |||
| AVDV | |||
| DFAE | |||
| VFIRX | |||
| Total Weight | 100% |
100%
Total
VTSAXVanguard Total Stock Market Index Fund Admiral Shares25.00%
AVUVAvantis US Small Cap Value ETF20.00%
VGSLXVanguard Real Estate Index Fund Admiral Shares5.00%
VTMGXVanguard Developed Markets Index Fund Admiral Shares20.00%
AVDVAvantis International Small Cap Value ETF15.00%
DFAEDFA Emerging Markets Core Equity Portfolio10.00%
VFIRXVanguard Short-Term Treasury Index Fund Admiral Shares5.00%
| Metric | Nominal | Real |
|---|---|---|
| Annual Return | 11.54% | 7.35% |
| StdDev | 16.50% | 16.33% |
Skewness | -0.1027 | -0.0966 |
Kurtosis | 0.6693 | 0.5978 |
| Sharpe Ratio | 0.5076 | |
| Estimated Return | 7.99% | |
| Max Draw Down | -38.87% | -45.85% |
+1StdDev
+2StdDev
+3StdDev
-1StdDev
-2StdDev
-3StdDev
Estimated Mean
Diff to Mean
Real Cumulative Growth
VTSAX
AVUV
VGSLX
VTMGX
AVDV
DFAE
VFIRX
Nominal
Real
Rolling 20 year real return
Max Withdrawal Rate 20
Permanent Max Withdrawal Rate 20
Rolling 30 year real return
Max Withdrawal Rate 30
Permanent Max Withdrawal Rate 30