MMarketMath

Compounding

The case for caring about quality and valuation in one table: over long horizons, small differences in annual return compound into enormous differences in outcome. Formula: each year, wealth grows by the rate and the annual contribution is added.

Annual returnAfter 30 yearsvs 7%
5%$2.1M−$1.0M
7%$3.1M
10%$5.9M+$2.7M
12%$9.0M+$5.9M
15%$17.5M+$14.4M

Nominal figures; subtract ~2-3 points from returns to think in today's dollars. The gap between 7% and 12% is the entire argument for owning better businesses at sensible prices.