Source: https://wealthfolio.app/features/performance-dashboard/

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Returns

# Performance Dashboard

Accurate, scope-aware returns for accounts, portfolios, and benchmarks.

A rebuilt performance engine delivers more accurate returns that adapt to how each account is tracked. Compare accounts and custom portfolios side by side, benchmark against the S&P 500 or any ETF, and break down exactly what drove your gains.

[Download Wealthfolio](https://wealthfolio.app/download/) [Explore all features](https://wealthfolio.app/features/)

![Compare accounts and portfolios against a benchmark on one chart](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Compare accounts and portfolios against a benchmark on one chart](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png)

Compare accounts and portfolios against a benchmark on one chart

### Compare Your Accounts

See which accounts are doing best.

### Beat the Market?

Check how you stack up against some popular indexes and ETFs.

## The right return for the right data

Transaction-tracked accounts report time-weighted return and IRR; manually maintained holdings report value return; benchmarks report price return. The engine picks the correct method and tells you when data is mixed or incomplete.

### TWR, IRR & more

Scope-aware metrics that match how you track each account.

### Honest warnings

Clear flags when a metric can’t be computed reliably.

![Metrics grid: primary return, annualized, volatility, max drawdown](https://assets.wealthfolio.app/images/screenshots/performance/returns.png) ![Metrics grid: primary return, annualized, volatility, max drawdown](https://assets.wealthfolio.app/images/screenshots/performance/returns-dark.png)

Metrics grid: primary return, annualized, volatility, max drawdown

## See what drove it

Open the period gain/loss detail to break performance into its drivers (unrealized and realized P&L, income, fees, taxes, FX effect, and cash flows) so you know why the number moved.

![Attribution sheet with performance drivers and cash flows](https://assets.wealthfolio.app/images/screenshots/performance/drivers.png) ![Attribution sheet with performance drivers and cash flows](https://assets.wealthfolio.app/images/screenshots/performance/drivers-dark.png)

Attribution sheet with performance drivers and cash flows

## Related features

### [Portfolio Insights](https://wealthfolio.app/features/portfolio-insights/)

Understand what you actually own, by asset class, sector, and region.

Learn more

### [Income Tracking](https://wealthfolio.app/features/income-tracking/)

Watch every dividend and interest payment across your portfolio.

Learn more

## Ready to try it?

Wealthfolio is open source and local-first. Your data stays on your device.

[Download Wealthfolio](https://wealthfolio.app/download/) [Back to all features](https://wealthfolio.app/features/)