Calculating personal returns

Wiki link: Calculating personal returns

Some investors like to calculate their personal returns. This page provides a spreadsheet for Bogleheads to calculate their personal returns in a uniform manner.

The spreadsheet calculates two types of personal returns: an investor return which reports on how well the invested money has been growing so far, and a portfolio return which can be used to compare the past performance of the portfolio over a specific time period to widely available index and mutual fund returns or to the performance of another portfolio.

The spreadsheet also provides a growth of $10,000 chart for the portfolio.

On-going discussion and support for the spreadsheet is in this Bogleheads® forum topic: A Returns Spreadsheet for Bogleheads


Barry Barnitz, an administrator of the John C. Bogle Center for Financial Literacy site.

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