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Learning, Sharing, and Teaching => Ask a Mustachian => Topic started by: solon on March 07, 2018, 04:08:17 PM

Title: I had unbelievable performance! (excel help, please?)
Post by: solon 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?
Title: Re: I had unbelievable performance! (excel help, please?)
Post by: catccc 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!
Title: Re: I had unbelievable performance! (excel help, please?)
Post by: MDM on March 07, 2018, 06:59:24 PM
Is Calculating personal returns - Bogleheads (https://www.bogleheads.org/wiki/Calculating_personal_returns) helpful?
Title: Re: I had unbelievable performance! (excel help, please?)
Post by: solon on March 07, 2018, 07:38:04 PM
Is Calculating personal returns - Bogleheads (https://www.bogleheads.org/wiki/Calculating_personal_returns) helpful?

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