Portfolio Toolbox
Alexander Hamilton on $10 bill

Portfolio Backtesting

YTD
9/17/2025
2024202320222021
31.51%29.36%59.83%62.83%55.12%
18.82%27.19%56.85%2.20%40.09%
12.80%26.66%38.47%-2.07%31.62%
12.50%24.76%25.94%-11.81%30.33%
11.38%22.48%16.38%-13.70%28.36%
9.79%18.97%13.20%-14.52%16.37%
9.58%16.07%11.36%-15.59%9.46%
9.12%4.70%4.13%-18.22%8.73%
5.65%4.25%3.04%-26.12%8.34%
5.35%-0.57%0.95%-38.30%4.75%
-2.79%-5.23%-0.27%-38.72%1.92%
-3.68%-12.25%-2.61%-41.02%-9.50%

A new take on rolling returns...

Antique scale

How does your portfolio stack up?

Who wants to be a millionaire?

Retirement Calculator

Social Security card

Should you start collecting Social Security at 62?

Compound interest is the 8th wonder of the world. - Albert Einstein

How much are you paying to invest?

Cash and U.S. Savings Bonds

How are bonds priced?

Highway 24

How did you get started?

financial planning investing options Strategies rebalancing defer taxes buy & hold long term asset allocation buy low, sell high hedging swing trading covered calls wheel strategy
Ideas do not bleed, they do not feel pain, they do not love... ideas are bulletproof.

V for Vendetta

About Portfolio Toolbox

Portfolio Toolbox is a collection of personal finance tools and investment insights to empower you to make informed choices about your long-term financial goals. Our site is targeted to Do It Yourself™ investors and individuals interested in becoming one. By dedicating some time to learning about investing, you can enhance your decision-making skills, potentially leading to an earlier and more prosperous retirement.