Effect of expenses on a portfolio

From Bogleheads
Jump to navigation Jump to search

This spreadsheet shows how the effect of expenses over time affect your portfolio value. Scroll right to see the charts.

Savings / Withdrawals over Time

(View Google Spreadsheet in browser, then File --> Download as to download the file.)
Note: If the spreadsheet is blank, select a different sheet, then back to that sheet. The image will be refreshed.
Also available at Zoho: view in browser (enable cookies to view)

Here is a modified version, which was uploaded to Google Drive as a file (it was not converted to Google Sheets).

  • Chart formatting is preserved
  • Only a single chart is needed. Enter the number of years and the chart will scale automatically.
  • Compatible with Excel and LibreOffice Calc.

Download from: this link