Historical Returns Tool

  1. 1 Create mock investment strategies
  2. 2 Add yield!
  3. 3 Compare historical returns

Each scenario is a separate portfolio compared on the chart. Set a start date, total, and weights summing to 100%.

Fixed $: contribute that amount into each asset every period. % of total: split the periodic total by weights summing to 100%.

Each scenario is a separate portfolio compared on the chart. Within a scenario, each row is a single buy; leave Sell date blank if still held.

Build a scenario and press Calculate.