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#1
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How to calculate portfolio returns over different periods of time
I'm sure many of you have seen the performance numbers published by most
mutual fund companies for their different funds. They usually show MTD (month to date), YTD (year to date), 1 year, 3 year, and 5 year percentage returns. I would like to do the same and have Excel automatically update the return percentages every time I update my current portfolio balance with the current date. This is what I'm tracking in Excel over an extended period of time Column A - Date Column B - Amount So it shows up as: 10/25/2006 30,000 10/24/2006 29,800 10/23/2006 29,550 10/20/2006 28,900 10/19/2006 29,001 10/18/2006 29,450 10/17/2006 29,698 10/16/2006 27,300 etc...and this goes on down for 5 years of data. I'm having trouble putting together the formula's to calculate the returns. Some of the complexity relates to there being only 5 days in a week where the dates/amounts can change due to only 5 work days per week. Also, I presume for the MTD calculation, that a 30 day window would suffice even though it isn't exact due to a different amount of days in each month. I've searched for a template to accomplish this, but none seems available. Seems like a pretty common task. I can't believe it's not out there. I'd really appreciate it if someone could help me out. Thanks, Tim |
#2
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Hi did any one answer your question? i have a similar problem. Thanks
EggHeadCafe.com - .NET Developer Portal of Choice http://www.eggheadcafe.com |
#3
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What question? Your post is orphaned in my Newsreader. Try asking the
specific question -- Regards, Sandy In Perth, the ancient capital of Scotland and the crowning place of kings with @tiscali.co.uk <Kylie Sayer wrote in message ... Hi did any one answer your question? i have a similar problem. Thanks EggHeadCafe.com - .NET Developer Portal of Choice http://www.eggheadcafe.com |
#4
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Kylie,
Yes, it was answered. Do a search on "How to calculate portfolio returns", and you will find a second thread initiated by me, where someone provides the answer. Good luck. "Kylie Sayer" wrote: Hi did any one answer your question? i have a similar problem. Thanks EggHeadCafe.com - .NET Developer Portal of Choice http://www.eggheadcafe.com |
#5
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ALWAYS best, for archival purposes especially, to stay in the original thread. -- Don Guillett SalesAid Software "Tim" wrote in message ... Kylie, Yes, it was answered. Do a search on "How to calculate portfolio returns", and you will find a second thread initiated by me, where someone provides the answer. Good luck. "Kylie Sayer" wrote: Hi did any one answer your question? i have a similar problem. Thanks EggHeadCafe.com - .NET Developer Portal of Choice http://www.eggheadcafe.com |
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