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
This blog resonates with those who approach investing as a thoughtful endeavor, seeking not just growth, but a deeper understanding of their financial journey. It speaks to the meticulous strategist, the type of person who finds solace in spreadsheets and thrives on tracking progress against well-defined goals. Within its pages lies a commitment to transparency and self-reflection, inviting readers to confront their own benchmarks and aspirations while navigating the complexities of portfolio performance. For those who appreciate the elegance of calculation paired with the art of planning, this exploration offers both structure and insight, drawing them into a world where numbers tell a story of ambition and resilience.