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Understanding Performance

Investing performance—is it all about returns? Growth? What about taxes? How do fees impact performance? Here, we break down investing performance for for beginner investors, experienced investors, and everyone in between.

How Does Betterment Calculate Investment Returns?

How Does Betterment Calculate Investment Returns?

Understanding and using time-weighted and money-weighted returns within your Betterment dashboard.

Displaying Performance to Shape Better Investor Behavior

Displaying Performance to Shape Better Investor Behavior

Understanding your accounts’ performance can feel complicated. We’re advancing how we display performance to help answer your questions and make stronger investment decisions.

How Much Are You Losing to Idle Cash?

How Much Are You Losing to Idle Cash?

Holding onto excess cash may reduce your investment returns over time. When you sync your outside accounts with Betterment, we’ll help you see the cash you hold in your investment portfolio, help you understand how it may affect you, and allow you to take action based on that information.

Recent Articles

The Benefits of an Early IRA Contribution

Want to know a simple strategy that can help you end up with thousands more by properly timing your investment into your IRA?

The True Cost of a 1% Expense Ratio

Even if you’re already on top of investing costs, you might be surprised to see how much of your hard-earned money you can keep by lowering these charges.

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