Spreadsheet to backtest the HBPP.

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Pierre8r
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Spreadsheet to backtest the HBPP.

Post by Pierre8r » Wed Nov 28, 2018 9:35 am

Hello,
I'm looking for a spreadsheet to backtest the HBPP.
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ochotona
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Re: Spreadsheet to backtest the HBPP.

Post by ochotona » Wed Nov 28, 2018 9:43 am

portfoliovisualizer.com

portfoliocharts.com
Pierre8r
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Re: Spreadsheet to backtest the HBPP.

Post by Pierre8r » Wed Nov 28, 2018 9:55 am

ochotona wrote:
Wed Nov 28, 2018 9:43 am
portfoliovisualizer.com

portfoliocharts.com
Hello ochotona,

Thanks.
I know portfoliovisualizer.com, it's great.
But I wish to have access to the source code of the backtest engine.
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Tyler
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Re: Spreadsheet to backtest the HBPP.

Post by Tyler » Wed Nov 28, 2018 12:32 pm

If you're looking to experiment on your own, try Simba's Backtesting Spreadsheet.

Or if you have any questions about Portfolio Charts, I'm happy to help.
Mechanical engineer, history buff, treasure manager... totally not Ben Gates
Pierre8r
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Re: Spreadsheet to backtest the HBPP.

Post by Pierre8r » Thu Nov 29, 2018 7:05 am

Tyler wrote:
Wed Nov 28, 2018 12:32 pm
If you're looking to experiment on your own, try Simba's Backtesting Spreadsheet.

Or if you have any questions about Portfolio Charts, I'm happy to help.
Hello ochotona,
Thanks for your link.
At first sight Simba's Backtesting Spreadsheet seems too sophisticated for what I want to do.
I will try to develop mine.
For this first version of the Google Sheets backtest,https://docs.google.com/spreadsheets/d/ ... sp=sharing

I do not get the same results as those from http://www.portfoliovisualizer.com
$19130.98 vs $24,915

https://www.portfoliovisualizer.com/bac ... tion4_1=25

I am French, I would like to know if another user will have no problem of decimal separator with my sheet Google Sheets.
Can someone from non-French speaking tell me if everything is displayed correctly?
https://docs.google.com/spreadsheets/d/ ... sp=sharing

Thank you in advance.
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InsuranceGuy
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Re: Spreadsheet to backtest the HBPP.

Post by InsuranceGuy » Fri Nov 30, 2018 12:16 am

Pierre8r wrote:
Thu Nov 29, 2018 7:05 am
I do not get the same results as those from http://www.portfoliovisualizer.com
$19130.98 vs $24,915
The difference is that your numbers do not include dividends. You will want to use Yahoo or Tiingo to download dividend adjusted close prices.
IG
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vnatale
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Re: Spreadsheet to backtest the HBPP.

Post by vnatale » Fri Nov 29, 2019 9:24 pm

Tyler wrote:
Wed Nov 28, 2018 12:32 pm
If you're looking to experiment on your own, try Simba's Backtesting Spreadsheet.

Or if you have any questions about Portfolio Charts, I'm happy to help.
Tyler,

You continuing to recommend "Simba's Backtesting Spreadsheet"?

The above seems to be one of the last times it has been discussed anywhere here?

Vinny
"I only regret that I have but one lap to give to my cats."
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Tyler
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Re: Spreadsheet to backtest the HBPP.

Post by Tyler » Sat Nov 30, 2019 11:08 am

vnatale wrote:
Fri Nov 29, 2019 9:24 pm
Tyler,

You continuing to recommend "Simba's Backtesting Spreadsheet"?

The above seems to be one of the last times it has been discussed anywhere here?

Vinny
Absolutely. The guy who currently maintains it goes by "Siamond" on the Bogleheads forum. I correspond with him all the time about data sources, and I have a huge amount of respect for his knowledge on the topic. It's a great tool.
Mechanical engineer, history buff, treasure manager... totally not Ben Gates
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