The bottom right area shows the Plan’s historical asset-weighted, annualized rate of return over the time period of the report as well as the annualized risk over the same time period. Risk is measured as the standard deviation of monthly returns over the time period of the report.
The historical cumulative percentage value added is the difference of the plan’s return over the time period less the benchmark return over the same period.
The historical cumulative dollar value added is the asset-weighted growth of the plan over the time period less the asset weighted growth of the benchmark over the time period.