Kelevest

How Does It Work?

Select an asset — search for any ETF or stock by ticker (e.g. VOO, QQQ, VWCE) or by name. Set a date range — choose the start and end date for your backtest. The longer the period, the more meaningful the results. Configure the investment — enter the amount you would invest each period and an optional initial lump-sum capital. Pick a frequency — daily, weekly, or monthly.

What Do the Metrics Mean?

Total Invested The total amount of money you put in — your initial capital plus all periodic contributions over the selected period. This is your cost basis. Portfolio Value The total market value of all your accumulated shares at the final price, after subtracting the expense ratio drag. This is what your portfolio would be worth at the end of the period.

Why Use Dollar-Cost Averaging?

DCA removes the psychological burden of trying to find the perfect entry point. Because you invest the same amount regardless of price, you naturally accumulate more shares during market dips and fewer during peaks — reducing your average cost over time.