RSU Strategy Analysis - Robust Calculator
Robust Calculator
RSU Calculator
Analyze your RSU vesting schedule and compare wealth outcomes across investment strategies
RSU Grants
Yellow cells are editable inputs.
| Grant | Total RSUs | Vesting Frequency | Vesting Term (Yrs) | 1-Year Cliff? | RSUs Already Vested | Qtrs Until Next Vest (cliff / yearly only) |
|---|
Market & Strategy Assumptions
📊 Auto-Computed from 10 Years of Annual Returns
Stock Last Close
—
Stock Median Return
—
10-yr historical median
Stock Std Dev
—
10-yr annual return volatility
S&P 500 (SPY) Last Close
—
SPDR S&P 500 ETF
S&P 500 Median Return
—
10-yr historical median
S&P 500 Std Dev
—
10-yr annual return volatility
10-Yr Treasury Rate
—
Risk-free rate for Sharpe ratio
Last closing price of your company's stock
Federal + state combined rate
Annual return for your custom portfolio
Stock Projection Assumptions (standard deviations & Treasury rate are auto-fetched)
Used for stock price projection — override historical if needed
Used for S&P strategy projection — override historical if needed
Tax-Advantaged Accounts
IRS max: $24,500/yr
After-tax dollars contributed
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