Step 1: Enter the ticker you would like to see the total vs. the price returns for. Step 2: Enter the start and end dates for the simulation.

Results show the equity curve and statistics for the Total Return (includes dividends) and the Price Returns (excludes dividends).

Ticker






Note: Please save all settings before exiting or reloading this page. You may use the download settings button at the bottom of the page, settings are also recorded in the downloadable report.

If you would like to save your settings copy the below URL, and bookmark it. When you would like to resume, visit this bookmark and settings will be filled in automatically.





Performance Summary




Annual Performance For Each Rebalancing Method




Downloads



The spreadsheets below can be downloaded and imported into the Combined Portfolio App or Portfolio Rotation or Portfolio Moving Average Tools or edited in Excel Download Daily Equity Report - Total Return
Download Daily Equity Report - Price Return


A HTML Report can be downloaded below with settings and equity curve information, please save file to drive before opening. This file may be shared with others or saved to your computer for future reference. Download HTML Report

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