A Method to Calculate Historic Portfolio Performance
Want a reliable way to measure historic portfolio performance and see if your low charge portfolio beats your benchmark? I walk through using Excel XIRR and the Analysis Toolpak, entering start and end values, cashflows and reinvested dividends, then calculating YTD total return, PRR and real total return after inflation.
Rolly's Take
For the meticulous planner who craves clarity in the chaos of investments. They seek the alchemy of numbers, transforming spreadsheets into strategies that speak to both the head and the heart. Here, the journey isn’t just about returns; it’s about understanding the art of pacing toward financial mastery.