New personal portfolio charts a Vanguard!

[Gone Fishing]

Before they were limited to 5 years, now they go back to the beginning of your account at Vanguard! Sure is cool to look at that little skinny line that took forever to take off, and how the "crash" of 2008 really wasn't that bad in today's terms.  I wish my chart didn't have all the noise from other accounts being rolled in and contributions to my wife's Roth coming out, but still it is pretty cool.  Must be how the Mint users feel!

Too bad average gains are still difficult for them to calculate, but they are trying...

[wingarcher]

Mine doesn't seem to show that timeline option..... where are you finding it?

Many of my holdings have swapped from investor shares to admiral shares in the past couple years, performance data from prior to the swap seems unavailable, as "you didn't hold shares then.." of course, I did- but not the current share type which seems to be the metric.

N

[The_Dude]

Your post got me excited as this has been something I complain to Vanguard about from time to time.

However, I don't see anything beyond 5 years for personal performance or balances over time or the other charts I'm familiar with?

[Gone Fishing]

I just clicked my accounts then personal performance and got a nice big chart with a "since inception" option.

[wingarcher]

Nope..... I get the chart, 1 year, three years, 5 years, or custom (within last five years).  I can see things as a month by month table... select different accounts (retirement, non retirement, all, or specific holdings) and..... that's it.

What level vanguard investor are you?  Voyager Select here...

N

[wingarcher]

Apparently all Vanguarders aren't created equal... 

My custom doesn't give a date range, just says "last five years"... 

If I click on the investment prices and returns tab, I get a 10 year option... but that tab is just talking about the funds performance, not my personal pennies.

N

[Roots&Wings]

I just checked and have the 'since inception' option.  Custom is limited to 5 years though for some reason.  It also seems limited to data from when assets were transferred to Vanguard, rather than actual inception/purchase (consolidated accounts to Vanguard awhile ago).

[The_Dude]

I saw this on Bogleheads.  So it does appear to be inconsistent across investors..  I sent off an email to VG to ask them why I don't get it.  We will see what they say.

http://www.bogleheads.org/forum/viewtopic.php?f=10&t=142656

[pdxvandal]

I get the "Since Inception" option. Been an investor since 2007 ... not sure if that matters.

[AnonymousCoward]

It's pretty common to roll out features like this incrementally. That way the developer can stress test the system and gather usage metrics on small sample before opening it to the masses. The "since inception" option probably requires a lot more data so it makes sense for them to test their capacity.

You might have noticed the same thing on Facebook. People will post about (or complain about) some change to the site and then their friends will ask them what on earth they're talking about. It's the same incremental roll-out process.

[swashbucklinstache]

It's pretty common to roll out features like this incrementally. That way the developer can stress test the system and gather usage metrics on small sample before opening it to the masses. The "since inception" option probably requires a lot more data so it makes sense for them to test their capacity.

You might have noticed the same thing on Facebook. People will post about (or complain about) some change to the site and then their friends will ask them what on earth they're talking about. It's the same incremental roll-out process.

+1. From a software perspective this is very common. Worst-case better to find out from 10 screaming people that something is broken than everyone at once, and better to see an unexpected 5% slowdown from increased stress and go fix it over a 2 month period than a 99%+ slowdown and work 24 hour days until it is fixed :). Usually that would mean un-rolling out a feature until it works better and that's no good for anyone.

[missksaves]

I have a since inception but my DH didn't... We both have 401K from the same company so I think someone else that said it may be a feature they are rolling out to a select few for testing may be correct