Portfolio Return as of 02/09/2023:
2020: 25.65%
2021: 29.15%
2022: -.019% (SP500 -18.01%)
YTD: +8.29

Friday, July 12, 2019

How to Calculate a Return on Investment (ROI)

Good tutorial on calculating different ROI using five key measures: 1) Holding Period Return, 2) Compounded Annual Growth Rate (CAGR), 3) Real Return, 4) Tax-Adjusted Return, and 5) Risk-Adjusted Return. 


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