Performance Comparison Between SPY and A 50% SSO Plus 50% Cash Rebalanced Portfolio (Rebalanced Everyday)
SPY and A 50% SSO Plus 50% Cash Rebalanced Portfolio, which is better? The rebalancing strategy is rebalancing everyday.
Performance Comparison
Tax Rate on Dividends: %
Start Date:
End Date:
Investment Duration When Randomly Select Dates: days.
Start Date:
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Investment Duration When Randomly Select Dates: days.
- SPY return is 77.006%.
- Portfolio return is 70.896%.
Run 100 Times
No. | Portfolio Wins | SPY (%) | Portfolio(%) | Diff.(%) |
---|---|---|---|---|
Average | 0 | 0 | 0 | 0 |
Return Standard Deviation
Periodically Withdrawing
Withdraw Frequency:
Fund Starting Value:
Withdrawal Rate: %
Tax Rate on Dividends: %
Start Date:
Fund Starting Value:
Withdrawal Rate: %
Tax Rate on Dividends: %
Start Date:
You woubd withdraw $6000.00 every 252 days.
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