What it's for
The Metravise Portfolio's return is the percentage change in its total value since the portfolio started. It's a price return: adjusted for stock splits, with dividends not included.
How to use it
- You'll find the total return on the portfolio card on the Dashboard and on the Performance page.
- When you pick a period, the return is recalculated from the start of that period.
- The S&P 500 and the Nasdaq are measured over the same period and shown alongside. Performance page
Good to know
- During the session the portfolio value refreshes every few seconds; prices are 15 minutes delayed.
- Indexes aren't managed and can't be invested in directly — they're there for context only.
- Past performance is not indicative of future results.