Portfolio Backtest Lab

PORTFOLIO LAB / HISTORICAL MODEL

Build an allocation, keep the shared history honest, and see the return and volatility figures you could carry into a retirement simulation.

01 / Build the portfolio

Starting value $ Base currency

History window Rebalancing

Holdings

Search by ticker, ETF, or company name.

100.0%

Ticker

Weight%

Ticker

Weight%

Optional benchmark ticker

Enter an ETF, fund, or index ticker. It is shown for context and does not affect the portfolio.

Total-return basis. The model uses monthly adjusted closes, which reflect distributions and splits. USD holdings are converted to CAD when CAD is selected, and vice versa.

02 / Backtest results

Ready to test an allocation

The tool will use the months shared by every holding, so a newer ETF cannot quietly borrow history it never had.