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The long-term cost of underperformance

Number of years to run scenario
Starting Portfolio	$
Benchmark return	%
Performance gap	%

	With Benchmark Return	With performance gap
Ending Portfolio

Assumptions

• A lower average return will mean less income tax - but for this calculation income tax is ignored.
• The difference in growth is based on the original amount of capital – no additional savings are assumed.
• It is assumed there are no withdrawals during the scenario.