Test how your portfolio would have performed using historical market data
Portfolio Backtest: Test how your portfolio allocation would have performed against the S&P 500 using historical data. Enter your holdings, set a date range, and see detailed performance metrics. Need help?
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Portfolio Holdings
100% allocated
Backtest Parameters
Jan 2024 - Jan 2026
You invested
$21,500
($10,000 initial + $11,500 monthly contributions)
Your Portfolio
$33,492.01
+55.78%
vs
If you bought S&P 500
$28,708.97
+33.53%
You beat the market by $4,783.04 (+16.7%)
+83.45%
CAGR
1.33
Sharpe Ratio
22.8%
Volatility
-19.5%
Max Drawdown
Portfolio Growth vs S&P 500
Holdings Performance
Symbol
Weight
Return
Contribution
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