Backtest Your Portfolio Before You Invest
See how different asset allocations performed over the past 30 years. Compare against S&P 500 and cash savings benchmarks.
Historical Portfolio Performance Analysis
If you are tired of jargon and you feel like other tools are too complex to understand, this is for you. Be your own wealth manager, save time and money.
First 100 users get free access. See historical performance in seconds of any asset allocation strategy.
Frequently Asked Questions
What is portfolio backtesting?
Portfolio backtesting is the process of testing how a specific investment portfolio allocation would have performed historically using past market data. It helps you understand how your asset allocation strategy would have behaved during different market conditions, crashes, and bull markets before you commit real money.
How far back can I backtest my portfolio?
You can backtest portfolios over the past 2-30 years, depending on the assets you choose. The tool uses historical market data to show you exactly how your allocation would have performed during different time periods, including major market crashes like 2000-2002 and 2008-2009.
Does the tool support portfolio rebalancing?
Yes, our tool supports annual rebalancing. This helps you understand how rebalancing affects returns and risk over long periods.
What benchmarks can I compare against?
You can compare your portfolio performance against the S&P 500 index and cash savings benchmarks. This helps you understand whether your allocation strategy outperformed or underperformed these common benchmarks.
Is the portfolio backtesting tool free?
Yes, the first 100 users get free access to backtest their portfolios. You can see historical performance in seconds for any asset allocation strategy without providing payment information.
What asset types can I include in my portfolio?
You can backtest portfolios with stocks, bonds, ETFs, and other asset classes. The tool supports a wide range of assets including individual stocks, index funds, and bonds to help you test various allocation strategies like 60/40, 70/30, or custom allocations.
Can backtesting predict future returns?
No, backtesting cannot predict future returns. However, it shows you how your portfolio would have performed historically during different market conditions, crashes, and recoveries. This helps you understand your risk tolerance and set realistic expectations for your investment strategy.