STORMFRONT CAPITAL / RESEARCH
Portfolio Backtesting
Build a portfolio. Understand the return—and the risk it took to get there.
Your allocation
USDCalculation settings
Fractional holdings. Additions at completed month-end, allocated to target weights. Benchmark receives the same additions, without portfolio fees.
Saved scenarios stay in this browser. Your existing saved portfolios are available in the scenario menu.
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Holdings & calendar-year results
| Holding | Target | Ending weight | Asset return | Ending value |
|---|
| Year | Portfolio | Benchmark | Difference |
|---|
Data, methodology & limitations
Data source: Yahoo Finance, daily end-of-day history.
Only dates shared by every active holding and the benchmark are used. Newer securities can shorten the period. Adjusted mode uses the provider’s prices adjusted for dividends and splits. Return and drawdown measurements exclude the effect of new deposits; ending value includes deposits. Fees reduce the portfolio daily, and the benchmark is fee-free. Returns for periods shorter than a year are not annualized.
Rebalancing occurs at the end of the selected completed period. Taxes, transaction costs, bid/ask spreads and delisted securities are not modeled. Historical performance is not a forecast. Provider methodology