Simulation Details

Each simulation represents a retirement beginning in a different historical year. To inspect one, open the Simulations tab and select a simulation. You can also select a row in the Portfolio Value or Available Spending table.

The details page identifies the historical period at the top. It also shows whether the plan sustained withdrawals for the whole retirement and flags notable spending or portfolio outcomes.

Portfolio and Spending

The Portfolio Value section shows how the portfolio changed during the simulation. The Available Spending section shows the amount available each year. For either section, use the controls to switch among a line chart, histogram, and table. The table labels both the calendar year and its position in the retirement.

Market Data

The Market Data section lets you examine the historical stocks, bonds, and inflation data used for the selected simulation. The stock and bond views show real annual returns; the inflation view shows annual inflation computed from year-end CPI-U.

All dollar amounts displayed in the results are real dollars. To get detailed results, including nominal dollar values, open the three-dot menu beside the simulation title and select Download Simulation as CSV.