Author Topic: Calculating rate of return  (Read 836 times)

mcampbell

  • 5 O'Clock Shadow
  • *
  • Posts: 58
Calculating rate of return
« on: March 05, 2017, 12:44:27 AM »
I want to figure out the easiest tool to calculate my rate of return adjusted for time. I have vanguard and other accounts and they don't have a great tool to see how much return i'm getting for each investment. For example I buy VTSAX @ $23 last year then I bought it again at $25 and $28. Now its at $33 how much is my return adjusted for time? Like 5% a year or 9.3% in total. Can I export this data somehow into a tool to do it. I could do it in Excel but it seems like such a common problem that there is a good way to handle this.

MDM

  • Walrus Stache
  • *******
  • Posts: 9108
Re: Calculating rate of return
« Reply #1 on: March 05, 2017, 12:49:03 AM »
There is Calculating personal returns - Bogleheads.  Haven't tried it myself.

Heckler

  • Handlebar Stache
  • *****
  • Posts: 1345
Re: Calculating rate of return
« Reply #2 on: March 05, 2017, 04:01:48 AM »
http://canadiancouchpotato.com/2015/07/13/calculating-your-portfolios-rate-of-return/


http://canadiancouchpotato.com/2015/07/20/how-contributions-affect-your-rate-of-return/

Read the above - good info, I tgink with some links to calculators. Me, I just read my performance reports.


Canada just implemented new CRM2  law that TWRR and MWRR must be reported to the account holder.  I like my new  TW and MW Performance reports in Investorline. 

I'm not sure if this CRM2 would help or confuse you unless you hold a canadian account, but its a possible direction to dig deeper.

https://www.ific.ca/wp-content/uploads/2016/06/Preparing-CRM2-Reports-for-Your-Clients-A-Guide-for-Dealers.pdf/14300/
« Last Edit: March 05, 2017, 04:12:39 AM by Heckler »