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Old 09-12-2016, 01:39 PM   #21
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^^^^ That works fine if there are not additional investments or divestments during the period, other than that it will give you misleading results.
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Old 09-12-2016, 03:37 PM   #22
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I use the Bogleheads returns spreadsheet found here:

https://www.bogleheads.org/wiki/Calc...rsonal_returns
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Old 09-12-2016, 06:58 PM   #23
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Quote:
Originally Posted by tmm99 View Post
I still see PC as a beneficial tool, but it may not be 100% accurate.
The reason I use a spreadsheet is:
  1. Because I know exactly what it's doing.
  2. I don't need to divulge credentials to a third party
I have a "quickie" calculation that uses the same formula as the MoneyChimp calculator, and I have another spreadsheet that does XIRR (I only run that quarterly).


For a long time, I was just doing:

Quote:
Originally Posted by nun
(Present balance - starting balance) / starting balance

That was plenty good enough for my purposes (since, as mentioned, it's not actionable), but it was easy enough to adjust the formula so that it presumed linear outflows (I'm drawing-down now, not saving). And that's all the MoneyChimp calculator does (I analyzed the JavaScript source code...very simple).
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Old 09-12-2016, 07:45 PM   #24
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In a google sheet:
=GoogleFinance("VGENX", "returnytd")
is said to give you the total return of a mutual fund. You would compare the result to your regular sources to see if the result is to your specification.

Of course this assumes that you held the investment in total for the entire YTD period.
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