Difference between graphs and reports

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I primarily use the following two reporting tools: the Value overlay graph and ther portfolio performance report.

I compare my results to the S&P500.

Now YTD, the performance report shows 7.92% for %Gain-I, and 19.87% for yield for the total port. For the S&P it shows 1.81% for %Gain-I and 2.95% for yield. So from this view it looks like I'm outperforming the S&P. %GainV for the port is 49.49% verus 1.81% for S&P, which makes sense since I'm adding to the port but not the tracking stock.

However, when I look at the graphs, I choose the S&P500 as the overlay, it appears as though the S&P500 is outperforming me. This graph appears to include investments and distributions, right? Can I get the same result on the report as a number?

Thanks!

- Dennis

Replies:

• Re: Difference between graphs and reports Mark 10:38:49 08/16/05 (1)
  • Re: Difference between graphs and reports Dennis Merrill 22:33:09 08/16/05 (0)