Author Topic: I had unbelievable performance! (excel help, please?)  (Read 791 times)

solon

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I had unbelievable performance! (excel help, please?)
« on: March 07, 2018, 04:08:17 PM »
Attached is a graph of my performance for the year. The giant spike in the blue line is because I rolled over an old 401k.

Is there a way to show just the market performance, without showing gains from contributions?

catccc

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Re: I had unbelievable performance! (excel help, please?)
« Reply #1 on: March 07, 2018, 04:45:58 PM »
IDK what the different colors represent, but here's one way to do it:
Add a row or column (parallel to your currently graphed data, under or next to) that includes your contributions.  Then another row or column with a formula to calculate the change in value excluding the contributions.  Then use the data in that new row or column to update your graph to include it.  Ta da!

MDM

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solon

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Re: I had unbelievable performance! (excel help, please?)
« Reply #3 on: March 07, 2018, 07:38:04 PM »
Is Calculating personal returns - Bogleheads helpful?

Yeah, that's it. Not those spreadsheets exactly, but I'm stealing the formulas from them. Thank you!