Oct 02, 2017
YTD Performance for a major Robo portfolio that we entered into our Imported Backtests Module which will track any ETF portfolio you would like to track.
We separately calculated the CONTRIBUTION of each of the major holdings. While each account at a robo will show slightly different performance, the 13-F filings are a good way to have a non cherry-picked aggregate example. Note that advisor fees that are on top of fund-level fees are excluded.
PDF download: 2017_0929_RoboB_Update_p.pdf (203.15 kb)
[Link to the tool in this blog (members): ETFreplay Imported Backtests Module ]
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