If the portfolio return within the Cash Flows isn't matching the annual return % for the client's Current Allocation, it is likely due to one of the following:
1) If bank accounts are included in the asset allocation pie chart, the annual return % will also be skewed. You can uncheck this setting in the Gear Icon > Settings > Methodology tab.
2) In the Retirement Analysis and future-looking cash flow projections, the allocations for annuities and 529 accounts are separated from the rest of the client's investments when calculating portfolio return. However, when viewing 'All Accounts' for a client's Current Allocation in the Investment > Asset Allocation tab, both of these asset types are included.
You can use the 'Customized' option to exclude annuities and 529s from the current allocation pie chart, allowing you to view the annual return % for the client's remaining investments:
