How is my portfolio return calculated?

The return that you see in your portfolio is calculated using a Money-Weighted Rate of Return formula. It takes into account the cash flows into and out of your account and the timing of these cash flows. The calculation also factors in the size of your deposits in relation to when they were deposited into the account. This gives a better view of your portfolio’s percentage return with regards to the amount you initially invested.

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.