Identifying Market Leadership
VizWealth's dashboard gives financial advisors a fast, visual way to see where performance leadership currently sits — across asset classes, geographies, and styles — and to back up that view with data in client meetings.
The Dashboard Overview
The homepage dashboard shows year-to-date returns for major indices and sectors by default. Switch the time range to 1 Year to see a rolling 12-month picture, which smooths out short-term noise and makes style and geography trends clearer.
Scroll down to the Value vs. Growth section to see style leadership at a glance. When large value is outperforming growth, the dashboard makes that immediately visible without needing to build a separate chart.
Comparing Regions and Sizes
To investigate market leadership more deeply, enter multiple ticker symbols into the ticker box:
- Small caps — e.g.
IWM(Russell 2000) - Internationals — e.g.
EFA(MSCI EAFE) - Macro overlays — e.g.
EURUSDto show dollar strength or weakness alongside equity performance
Click Go and then Align Charts to put all of them on the same timeline.
Reading the Wind Bar
When charts are aligned, VizWealth draws a green wind bar — a vertical line that highlights which investment is leading at any given point in time. Click and drag to zoom into any period, and the wind bar updates accordingly.
This makes it easy to answer the question "which market has been winning over the past three years?" in a single glance, rather than switching between separate charts or spreadsheets.
Example: International Equities in 2025
Zooming into the past three years reveals a clear leadership shift:
| Investment | 1-Year Return (example) |
|---|---|
| EFA (International developed) | +31.6% |
| IWM (US Small Cap) | lower |
| SPY (S&P 500) | lower |
International developed-market equities, led in part by a weakening US dollar, moved into leadership starting in 2025. The EURUSD overlay on the same chart makes the currency tailwind visible directly.
Tip: Add a currency pair like
EURUSDas an indicator to show clients why international returns look the way they do — a weaker dollar amplifies foreign returns for US-based investors.
Using This in Client Conversations
Rather than telling clients where leadership has shifted, show them. The aligned chart with the wind bar lets clients see the transition themselves, which is far more persuasive than a bullet point in a presentation. It also naturally opens the conversation about whether the shift is likely to continue or revert.