Hi,
I am trying to measure my year-to-year performance of my portfolio as well as cumulative. I understand there are lots of caveats that may result in a less than perfect comparison. Having said that, I still want to try something.
I would like to go back to 2009, actually July of 2009 and learn returns of a 60/40 and 70/30 total market portfolio returns. (in other words if I invested in a lazy fund, what would have been my return)
I did not make withdrawals or add funds except for dividends and interest which have been reinvested. To keep it apples to apples, I would like the comparison to be treated the same way in terms of dividends and interest.
It would be great if someone could guide me to a tool or an (easy) approach for how to do this analysis. Comments about why this is a good or bad idea for measuring my return is appreciated.
Thanks
I am trying to measure my year-to-year performance of my portfolio as well as cumulative. I understand there are lots of caveats that may result in a less than perfect comparison. Having said that, I still want to try something.
I would like to go back to 2009, actually July of 2009 and learn returns of a 60/40 and 70/30 total market portfolio returns. (in other words if I invested in a lazy fund, what would have been my return)
I did not make withdrawals or add funds except for dividends and interest which have been reinvested. To keep it apples to apples, I would like the comparison to be treated the same way in terms of dividends and interest.
It would be great if someone could guide me to a tool or an (easy) approach for how to do this analysis. Comments about why this is a good or bad idea for measuring my return is appreciated.
Thanks