How To: Review Returns Over Time

From the Performance Page or Left Side Panel, select Returns Over Time.

This view shows how money flows back to you across your investments over time, helping you understand both Return on Capital and Return of Capital in a single chart.

Use the controls at the top of the page to:

• Choose what data to display (Return on Capital, Return of Capital, or Both)

• Group results by Investment or Asset Class

• Toggle Capital Contributions and Future Capital Calls on or off

You can also interact with the legend to show or hide specific asset classes or investments for a clearer view.

🎯 This report helps you visualize how your portfolio generates returns over time and which asset classes are contributing most.

👉 Tip: Try setting Data = Both and Group By = Asset Class for a high-level view of how different parts of your portfolio are performing.