Portfolio Return Calculator
Tweak allocations with sliders. Total must equal 100%. Monthly returns; optional rebalancing. Historical data available from 2002 onward.
Start Date
End Date
Rebalance
Total US Equity
%
Int'l Developed Equity
%
Emerging Markets
%
Gold
%
Bitcoin
%
Short-Term Bills
%
Aggregate Bonds
%
Total Allocation
100%
Calculating returns…
Total Return
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Annualized Return
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Volatility
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Time Period
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Final Portfolio Value
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