Re: YTD Portfolio performance

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In Reply to: Re: YTD Portfolio performance posted by Lang Tu on September 08, 2003 at 12:13:37:

Hi Lang,

I think you're looking for the ROI Yield. This is the best overall
metric of your performance in my opinion. Set the custom report date
to the time period you're interested in, and use the "ROI yield (between)"
field to report your ROI Yield for the date range of the report.

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP

: : : Hi Mark,

: : : When I use the graph option "Portfolio/Investment overlay: Price+Distributions" the garph give me a YTD portfolio performance ratio number which is different (i.e. always higher value) from the one given in %Gain-V in the option "Reports:Portfolio performance" (YTD option).

: : : Do you have an explanation?

: : : Best regards

: : : Lang TU

: : Hi Lang,

: : These 2 are not the same. The %Gain-V is just (end value - beg value)/(beg value).

: : If you invested money in the middle, it will make your %Gain-V big. The

: : portfolio overlay / Price + Dist graphs plot the change due to share price

: : and distributions, not change in value. If you would like to see these

: : match, use the "Portfolio/Investment Overlay / Value" graph instead. You

: : will need to adjust the start date of the graph to 1 day earlier than the

: : start of the Portfolio Performance report, as the report uses the close

: : of the prior day for its beginning value.

: : Thanks,

: : Mark

: : --

: : Mark Beiley

: :

: : Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP

: :

: Hi Mark,

: In a report, what return formula should I use to compute the YTD performance of any stock bought during the YTD period as well as the YTD portfolio performance.

: Thanks & regards

: Lang Tu

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