there is a Bogleheads portfolio return spreadsheet that is excellent for this. every month input your deposit, withdrawal, and ending balance. it calculates the money weighted (IRR) and time weighted (comparable) for your portfolio. its great! i've been using it for almost ten years now. unlike probably 99% of investors, I actually know what my true returns are.
Statistics: Posted by bgf — Mon Jan 20, 2025 6:07 pm