ALGOLODGE · ADVANCED COMPARISON
Build your own model portfolio
Allocate capital between stocks, bonds and AlgoLodge investment models. See how historical results might have interacted in a hypothetical portfolio.
Allocate capital
Change the allocation. Other weights adjust automatically to keep the total at 100%.
Total 100%
The AlgoLodge allocation is split equally between the selected models and rebalanced monthly.
Advanced allocation Adjust the allocation to each modelEqual weights
Divide the AlgoLodge share among selected models. Model weights always add up to 100% and are rebalanced monthly.
YOUR SELECTED PORTFOLIO
Combined performance
USD · Historical portfolio comparison
Return and risk
Key figures update as you change the models, period or allocation. SPY and AGG returns include reinvested distributions, before personal tax.
Detailed comparison
This section provides a more detailed comparison of the selected portfolio and benchmark alternatives.
Data sources and return measures
Equities are represented by SPDR S&P 500 ETF Trust (SPY), tracking the S&P 500. Bonds are represented by iShares Core U.S. Aggregate Bond ETF (AGG), which tracks a broad range of US bonds. Both use total returns including reinvested distributions, based on historical closing prices and recorded distributions. SPY dividends and AGG income distributions are therefore included in the curves.
Monthly total returns were calculated by including each distribution on its ex-dividend date and reinvesting it in the subsequent index performance. This is a theoretical reinvestment, not an actual purchase on the payment date. The data run through September 2026. ETF operating expenses are already reflected in market prices and are not deducted a second time.
Before tax: Returns are shown in USD before personal tax and withholding tax on distributions. Individual brokerage fees, spreads, foreign exchange charges and extra rebalancing transaction costs have not been added. Reported AlgoLodge model returns come from the website’s performance data; the portfolio combination is hypothetical.
How the calculation works
Portfolio returns and statistics are calculated using consecutive months shared by all selected holdings. The start date moves to the first month with comparable data for every selected holding. Deselecting models with shorter histories may extend the comparison period. Model monthly returns come from the site’s performance data. Advanced allocation lets you set individual weights within the AlgoLodge share. These weights sum to 100% of that share and are rebalanced monthly. With monthly rebalancing, allocations reset to your chosen percentages; without rebalancing, they drift with performance.
Stocks and bonds: SPY represents the S&P 500, while iShares Core U.S. Aggregate Bond ETF (AGG) represents bonds. Both ETF series use total returns with reinvested dividends and income distributions. Monthly returns come from the total-return index at each month-end, not price changes alone. Every curve is indexed to 100 at the start of the comparison for a like-for-like view.
The combined curve is a hypothetical calculation, not the result of an actual managed portfolio. Returns exclude personal tax and any applicable withholding tax. Individual transaction and FX costs, including additional rebalancing costs, are not included. Sharpe ratios assume a 0% risk-free rate. Past performance is no guarantee of future returns.