Performance Tools

How much am I giving up by underperforming an index fund while I actively trade?

Enter Your Numbers

Use your own honest annualized return, not your best month. Compounds annually with no added contributions or withdrawals.

Enter a negative number if your actual return has been negative.

The long-run historical average for broad U.S. stock index funds is commonly cited in roughly the 7% to 10% range before inflation, though the right number depends on which index and time period you use. Use your own assumption.

Your Result

Fill in the fields on the left and click Compare My Path to see the compounding difference.

How this is calculated

Risk & liability disclaimer: This tool only performs simple arithmetic on the numbers you enter. It is not financial, investment, or tax advice, and it does not access your broker account or verify your actual fills. Trading Habits is not a broker-dealer, registered investment adviser, or tax professional, and is not affiliated with any broker, exchange, or data provider. Always verify results independently and consult a licensed professional before making any trading or financial decision.