FIRECALC question

[Arif]

Looks like this question was buried down below.

Does anyone know what FIRECALC uses to model small cap, value, and micro cap? How far back do these samples go?

 

[dory36]

The text next to the selection for those assets says: "A mixed portfolio consisting of the following assets (based on performance since 1927)", so the samples go back to . . . 1927.

The data comes from ESRBob, who obtained the numbers from Dimensional Funds Advisors (DFA) for use in his own research for his book, and graciously provided it for use in FIRECalc. See page 166 in his book for more reference info.

 

[Arif]

Thanks Dory