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Anonymous

21 Apr 2021

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How to check if my robo-advisor’s performance is better than S&P 500?

Using StashAway and Syfe. I’m not sure how to check whether my robo-advisor’s performance is better than S&P 500. Any advice on how to do this?

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thefrugalstudent

21 Apr 2021

Founder at thefrugalstudent.com

Hi Anon,

You can just check your robo portfolio's inception date and the total performance until now. Then, go to yahoo finance, pull up the chart for the S&P 500 index for the same time period, and look at the performance. This should give you a good idea of the comparative performance!

Hope this helps!

Regards,
thefrugalstudent

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