How do you project my portfolio’s returns in the graph?

We project the median value of your Wealthfront and other linked accounts based on our median estimates of expected returns and risks for the unique investments in your portfolio. These forward-looking estimates are obtained using a multi-factor framework that takes into account the performance of different asset classes and broader macroeconomic factors. These projections assume the composition of investments in your portfolio remains stable and do not take into account future trading decisions. Projections from our advice engine, Path, include the value of planned savings and projected retirement spending.

For more details on our methodology, please log into your account and review the Path disclosures.

Was this article helpful?

Wealthfront prepared this article for informational purposes and not as an offer, recommendation, or solicitation to buy or sell any security. Wealthfront and its affiliates may rely on information from various sources we believe to be reliable (including clients and other third parties), but cannot guarantee its accuracy or completeness. See our Full Disclosure for more important information.

Wealthfront and its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisor. Financial advisory and planning services are only provided to investors who become clients by way of a written agreement. All investing involves risk, including the possible loss of money you invest. Past performance does not guarantee future performance.