[dixonge]

Quote:

Originally Posted by FUEGO Not really. The equation I used is simple and it works as a close approximation for ROI for me because my contributions during the quarter were under 5% of my portfolio value. In your case, your contributions are almost as large as your starting portfolio value, so you can't use the formula I posted above. To get an exact ROI or internal rate of return, it is probably best to use a spreadsheet that tracks the exact amounts contributed and the dates of those contributions. My equation works better as the ratio of the contributions relative to the portfolio value approaches zero (sort of like the time steps in a limit function approaching zero that makes calculus work).

That's kinda what I thought. My gain over deposited funds is 22% or so starting in last November. But it does not take into account blow-by-blow gains per deposit. I generally make 1-2 deposits per month, but quite a few short-term trades. I always seem to make things more complicated.