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Investment Growth Comparison Chart

Compare growth of multiple investments over time with interactive charts, CAGR labels, and milestone markers.

Tested tool guide Tested browser tools Checked August 16, 2026

What Investment Growth Comparison Chart does, with a checked example

Place several investment value histories on one timeline to compare their paths, endpoints, CAGR labels, and marked milestones. Each series shows how its value changes over the periods provided, while CAGR expresses the constant annual rate connecting its first and last values. The chart compares data or scenarios; it does not establish why one investment performed differently. A frequent surprise is that two investments can have the same CAGR despite taking very different paths between their starting and ending values.

Worked example

A concrete input and expected output from the current implementation.

Input

Investment A: Year 0 = $1,000; Year 1 = $1,100; Year 2 = $1,210. Investment B: Year 0 = $1,000; Year 1 = $900; Year 2 = $1,210.

Expected output

Both investments end at $1,210 and have a 10% CAGR over two years. Their chart lines differ at Year 1: Investment A is $1,100, while Investment B is $900.

For either series, CAGR is ($1,210 / $1,000)^(1 / 2) - 1 = 0.10, or 10%. CAGR matches because the starting value, ending value, and elapsed time match; the intermediate values affect the plotted paths but not this endpoint calculation.

How the result is produced

1

Comparing growth paths

Provide a named sequence of values for each investment across a consistent time scale. The chart displays each sequence as a separate path, making changes between observations and differences among investments visible. Milestone markers call attention to particular positions on those paths without changing the underlying values. Comparisons are clearest when all series use matching periods, currencies, and valuation conventions.

2

Reading CAGR labels

For positive beginning and ending values, CAGR is calculated as (ending value / beginning value)^(1 / elapsed years) - 1. It is the annualized geometric rate that would connect those endpoints through steady compounding. It is not the arithmetic average of the observed changes. Intermediate gains, losses, and volatility remain visible in the chart but are compressed into one endpoint-based CAGR label.

Good uses

  • Compare year-end balances for several portfolios that began on the same date with the same initial capital.
  • Show how a steadily growing investment and a volatile investment reached similar ending values despite different paths.
  • Place historical results and hypothetical investment scenarios on one timeline for a review or presentation.

Limits and checks

  • CAGR hides the timing and severity of intermediate gains and losses, so inspect the plotted path as well as the label.
  • Deposits and withdrawals can make balance-based CAGR misleading because the formula does not isolate investment performance from external cash flows.
  • The chart does not automatically make unlike data comparable; currency, inflation, fees, taxes, dates, and valuation methods must already be consistent.

Common questions

Can I compare investments with different starting amounts?

Yes, but the line heights will reflect both performance and the amount initially invested. CAGR makes endpoint growth rates easier to compare, provided external cash flows are not involved, but it does not normalize the chart itself. For a performance-focused comparison, use equal starting values or rebase every series to a common starting index such as 100.

Does the chart predict what an investment will be worth?

No. It compares the values or scenarios supplied and summarizes their endpoint growth with CAGR. A hypothetical series can illustrate what a chosen growth path would look like, but neither its line nor its milestone markers guarantee future returns. The chart also does not account for risks or costs unless their effects are already included in the entered values.

References and verification

The example and behavioral notes were checked against the browser implementation. Standards and primary references below define the relevant format, formula, or platform behavior.

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