Backtesting in Excel and R

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This post is the introduction to a series that will illustrate how to backtest the same strategy in Excel and R.  The impetus for this series started with this tweet by Jared Woodard at Condor Options.  After Soren Macbeth introduced us, Jared suggested  backtesting a simple DVI strategy in Excel and R.

The three-post series will show you:
  1. Resources that make it easier to move from Excel to R
  2. How to test DVI in Excel
  3. How to test DVI in R
Since I know next to nothing about testing strategies in Excel, I will be writing posts 1 and 3.  Jared was kind enough to create the Excel framework for post 2, but did not have time to devote to a full post.  Thankfully, Damian Roskill has agreed to write post 2 using Jared’s Excel file.

Hopefully this will be a useful example for those of you who currently use Excel but would like to explore how to use R.

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