Author Topic: Easiest way to compare *actual* historical portfolio performance to benchmarks?  (Read 474 times)

tpac

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It's easy to compare the performance of your current portfolio extrapolated backwards (Personal Capital's "You Index" etc.) to benchmarks and test portfolios.

My question is: what is the easiest way to compare your actual portfolio performance (reflective of fluctuating holdings over time) against benchmarks and test portfolios?