This site uses cookies for core functionality and basic performance tracking. No marketing trackers are used.
Decline Accept

Frequently Asked Questions

What is the difference between Nominal and Real rates of return?

On this site, I model my projections using two different lenses to help me visualize my future:

Nominal Return: This represents the actual cash value I expect to see on a statement. I use this primarily for my Debt and Mortgage simulations, as the principal owed doesn't typically adjust with inflation, only the interest rate does.

Real Return (Inflation-Adjusted): This represents the "buying power" of my money in today’s terms. When I model Income and Portfolio Targets, I find it more helpful to "pre-shrink" the growth rate by an estimated inflation figure. This helps me estimate what that future pot could actually buy in 2040, rather than just looking at a large, potentially misleading nominal number.