 Quote:
Originally Posted by audreyh1
For ROI (that's not the same as IRR, but it's what I use when looking at my YTD performance), Quicken does the calculation like this:
[Ending Value + all withdrawals]/[Starting Value + all deposits] - 1
This is a somewhat conservative approach, as if you made some deposits late in the year, the remainder of the portfolio would have supplied most of the return (assuming a linearly positive year), but it's good enough for me!
Audrey
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Audrey - Is it ending value PLUS or MINUS all withdrawals. I have been staring at this and its starting to go fuzzy. In other words, does my ending balance go up or down after I factor in withdrawals?
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