Compare Portfolio to S&P 500 and Know How You Did Against the Market
A portfolio benchmark tool for your linked investment accounts. Portfolio benchmark comparison against the S&P 500 and a Nasdaq benchmark, for your whole portfolio or a single holding.
Market data sources
Your Brokerage Shows Your Return but Not the Market's
WealthNX lets you compare your portfolio to the S&P 500 or a Nasdaq benchmark over the same period, on one chart. The same comparison works for a single holding. It shows how your returns stacked up against the broad market, as a record of past performance.
What WealthNX Benchmark Comparison Shows
A return needs a reference point
Your performance next to a benchmark over the same displayed period, using the method shown in the app.
Compare with the S&P 500
Your returns against this broad measure of large US companies.
Look at Nasdaq
Your returns next to a Nasdaq benchmark.
Zoom in on a security
One holding compared with a benchmark.
Make the period match
Both lines start and end on the same dates.
Context, not a verdict
The comparison shows relative past performance. It does not say what to buy next.
What a Portfolio Benchmark Tool Changes
A return tells you how you did only when the market's return for the same dates is next to it.
Without a benchmark tool
- Your return is in the brokerage app; the market's return is a separate lookup
- Figures pulled on different dates give a skewed result
- Returns from more than one brokerage are hard to put together
With WealthNX
- Your return and the S&P 500 on one chart
- Both lines cover the same period
- Your linked accounts form one portfolio line
Who Uses Benchmark Comparison?
Each benchmark offers a different point of comparison, depending on what you hold.
Index investors who also pick stocks
The single-holding view shows whether the stocks you chose have kept pace with the index.
Tech-heavy investors
A Nasdaq benchmark can add context for portfolios with a large share in technology companies.
Long-term investors
Comparing several periods gives more context on past performance. Gains and losses for each holding are in the portfolio performance tracker.
Ask Wealth Genie How Your Returns Compare
Wealth Genie answers return questions from your holdings and available market data. Answers explain past portfolio performance and benchmark comparisons.
- Did my portfolio beat the S&P 500 this year?
- How did my tech stocks do against the Nasdaq?
- Which of my holdings trailed the S&P 500 the most?
- How has my portfolio done against the market since I started?
Benchmark Comparison FAQs
What does the Benchmark Comparison feature in WealthNX help me understand my portfolio performance?
The Benchmark Comparison feature in Wealthnx helps you understand your portfolio performance by comparing your investment returns with a market benchmark over the same period. You can see whether your portfolio performed above, below or in line with the selected benchmark. For example, if your portfolio gained 8% while the benchmark gained 10%, you can see the difference in performance. This comparison provides useful market context and helps you evaluate your investment results without suggesting that one investment approach is necessarily better than another.
Which benchmarks can I compare my portfolio against in WealthNX?
Wealthnx allows you to compare your portfolio performance against available market benchmarks, including supported major market indices. These comparisons help you understand how your investments have performed relative to broader market movements over the same period. Different benchmarks represent different parts of the market, so the results may vary depending on which benchmark you use. This gives you useful context for reviewing your portfolio's performance without treating any single benchmark as a measure of investment success.
How does the portfolio performance tracker in WealthNX calculate my returns?
The portfolio performance tracker in Wealthnx helps you understand how your investments are performing using available information from your connected investment accounts and market data. It provides a view of your holdings and their performance, making it easier to review changes in investment value over time. This supports portfolio performance tracking by bringing relevant investment information together in one place, so you can review your portfolio alongside available market benchmarks.
Can WealthNX show me how my portfolio has performed relative to the market over different time periods?
The Benchmark Comparison feature in Wealthnx helps you compare your portfolio performance against available market benchmarks over supported time periods. Reviewing performance across different periods can help you understand how your investments have performed relative to broader market movements. Short-term results may differ from longer-term trends, so looking at different time periods can provide additional context when evaluating your portfolio's performance.
What does portfolio performance tracking across multiple brokerage accounts look like in WealthNX?
Yes. Wealthnx brings together investment holdings and performance data from all your connected brokerage accounts into a single portfolio performance view. Instead of reviewing each account separately, you can see how your investments are performing collectively through the portfolio performance tracker. The Benchmark Comparison feature also allows you to compare your combined portfolio performance against available market benchmarks, giving you a clearer understanding of how your investments are performing relative to the market.
How should I interpret my portfolio performance vs benchmark results in WealthNX?
Yes. The Benchmark Comparison feature in Wealthnx helps you see whether your portfolio is outperforming or underperforming a selected market benchmark. By comparing your portfolio performance with the benchmark's performance over the same period, you can understand how your investments are performing relative to the broader market. This provides useful context for evaluating your investment results without relying on portfolio returns alone.
Does the Benchmark Comparison feature in WealthNX update automatically?
Yes. The Benchmark Comparison feature in Wealthnx updates automatically as new information becomes available from your connected investment accounts and market data sources. This allows you to monitor your portfolio performance against available market benchmarks without manually updating the comparison. Updates depend on account synchronization and market data availability, so the information may not always reflect real-time market conditions.
Your Portfolio and the S&P 500, Side by Side
Your portfolio’s past performance next to market benchmarks, on one chart.
