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Calculating Historical Returns


Matson125
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Hi All,

 

I have been investing for about 10 years and I have never sat down and actually calculated my return as a %.  Throughout the years I have added and redeemed from my various accounts which makes things a little more difficult however I am looking for a tool or even perhaps a contact that I can take all my brokerage statements since inception and figure out a return as a %.

 

Any thoughts or sources anyone can recommend?

 

Thanks

 

Michael

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If your brokerage doesn't have it, you'll have to do it yourself or buy a tool for it I think.  I personally just use the XIRR formula on a spreadsheet and/or use a TWRR formula to do mine.  You'll have to have every addition and subtraction over the 10 years to get an accurate number though. 

 

I keep track for full history and per year in my own records.

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