Your CSV should have
monthly returns as percentages (e.g., 2.34 means +2.34%, not 0.0234).
First row = column headers (fund names or tickers). Each subsequent row = one month of returns.
Row order: Most recent month first (row 2), oldest month last. Need at least 12 months, ideally 36–60.
Benchmarks are pre-loaded — your CSV only needs fund return columns. The 7 Russell indices
(R1000 Value/Growth, R2000 Value/Growth, Microcap Value/Growth, Cash) are built into the tool.
Example:
VTSAX, FMAGX, My Fund
-0.08, 2.84, 1.52
2.86, 2.35, 3.10
3.78, 3.64, 2.95
2.11, 1.20, 0.88
...
You can export monthly returns from Yahoo Finance, Morningstar, or Bloomberg and paste into a CSV.