Hi,
Create an aggregate series. Make sure it starts prior to 2006.
If you use SPY, IWV, etc as benchmark → no pb.
But if you use RSP
→ have a look at the screenshot. Public series. https://www.portfolio123.com/app/series/summary/11896?st=1&mt=8
→ Series is “cumulative product”
Thank you,
Jerome
RSP display on Aggregate series.pdf (184 KB)