Thursday, October 29, 2015

Wealthfront vs. Hedgeable: YTD Performance

We have been comparing Wealthfront to Hedgeable: for a hypothetical deposit of $5000 at the beginning of this year (2015), the performance of both portfolios were observed from month to month: thus far Hedgeable seems to be outperforming Wealthfront--here are the end of month balances for the most aggressive investment profile available on both platforms:


Note that during the July to August drop, Hedgeable may drop a little bit more, but due to their active (or reactive) rebalance into bonds, the subsequent drop in September was much less than that of Wealthfront.