wealth_index_with_assets

property Portfolio.wealth_index_with_assets

Calculate wealth index time series for the portfolio, all assets and accumulated inflation.

Cash flows are not taken into account.

Wealth index (Cumulative Wealth Index) is a time series that presents the value of portfolio over historical time period. Accumulated inflation time series is added if inflation=True in the Portfolio.

Wealth index is obtained from the accumulated return multiplied by the initial investments. initial_amount_pv * (Acc_Return + 1)

Returns:

DataFrame

Time series of wealth index values for portfolio, each asset and accumulated inflation.

Examples

>>> import matplotlib.pyplot as plt

>>> pf = ok.Portfolio(["VOO.US", "GLD.US"], weights=[0.8, 0.2])
>>> pf.wealth_index_with_assets.plot()
>>> plt.show()