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Hi
I'm new to this group and groups in general, so please bear with me. I'm a bit stuck trying to work out the performance of a portfolio of investments performance. I'm using XIRR to show the performance of the investments over time including adjustments for withdrawals and increases which works fine. But I need to compare that performance with and index to show how it is performing. I have the data for the index but I can't work out how to adjust it to reflect the additional investments and withdrawal. e.g. investment date Index value -140000 17/11/04 2384.66 85000 18/1/05 2637.94 -55000 8/4/05 2754.37 -17639 1/8/05 2941.03 149082.81 12/12/06 3183.95 Any help with this would be very much appreciated. Thank John |
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