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Website/Tools to evaluate historic returns of specific stock/fund allocations
Old 05-14-2015, 10:11 AM   #1
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Website/Tools to evaluate historic returns of specific stock/fund allocations

Like the title says! I want to measure the relative perfomance of some accounts by seeing what the returns of various specific stock/mutual fund/etf distributions might be. I'm ok with doing them for a specific company--say picking all the mutual funds/etfs from Vanguard for example.

I'm trying to get a hard number comparing some managed accounts/funds compared to set it and rebalance yearly self management.
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Old 05-14-2015, 10:24 AM   #2
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I thought EZbacktest was good but recently went from free to donation supported. The free versions probably still can be found.

Free Download: EzBackTest

ETFreplay work with ETFs, Backtest ETF Portfolio
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Old 05-14-2015, 12:16 PM   #3
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I use ETFreplay a lot.

Here is another one: Portfolio Visualizer
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