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Is there any easy way to see how a portfolio performed over the previous 5 or 10 years?


I am creating an all ETF investment portfolio for my trading account and was wondering if there is any way to track how it would have done over the previous 5 or 10 years, or if there is a program where I can put them in to determine the weights based on their correlations and MPT.

I'm using a broad market ETF as a core and then placing bets on different sectors and styles.

Use the portfolio function at Morningstar.com.

Yes, with portfolio function at Morninstar, you can enter in the buy dates, and then isolate how it performed during a set period with the "performance" tab. Very handy, and free.

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