Investment Result for Rebalancing between SPUU and Cash

 This is an app for comparing investment results of rebalancing and non-rebalancing portfolio of and

Rebalancing threshold is the difference of either asset's ratio between target ratio.

App

Periodic Rebalancing
Threshold Rebalancing
Tax Rate on Dividends:%.
Ratio:%
Ratio:%
Rebalancing Frequency: every days.
Rebalancing Threshold: %.
Start Date:
End Date:
Investment Duration: days.

Investment Result Data

With Rebalancing

Without Rebalancing

Continue to Run

Return Analysis

Sharpe Ratio