Measure the Performance of
Your Investment Portfolio

Only by knowing how well your portfolio is doing, can you make meaningful comparisons to the market in general or other standards of measure.

Measuring the performance of your investment portfolio must take into account the timing of any additions and withdrawals as well as changes in the value of the entire portfolio. Use this calculator by entering beginning of the year value, additions and deletions by month and then end of the year value. Then, push enter. The calculator performs a "time weighted, internal rate of return calculation.

The results provided by this calculator are for illustrative purposes only. Rates of return will vary over time, particularly for long-term investments. The calculated results are not guaranteed to be accurate and in no way endorsed, offered or guaranteed by Financial Wisdom OnLine.