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How do you calculate your annualized returns?


SnarkyPuppy
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There's a few threads on this previously, but there's never been a comprehensive agreement on the most practical approach to go about this. 

 

I'm trying to guage if a simple XIRR calculation is sufficient for determining what my track record is.  An example as follows:

- Beginning Period Date and Balance

- Deposits and Date of Each Deposit

+ Withdrawals and Date of Each Withdraw

+ Ending Period Date and Balance

=xirr(values, dates)

 

How do each of you track performance?  I think it's also important to translate these values into a normalized unit for purposes of comparing to a passive portfolio, but I haven't tackled that yet.

 

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