Investment Performance Reporting for Websites & Statements

Personal Rate of Return Analytics

Previous Next Net Investment vs. Market Value, Personal Rate-of-Return (PRR) Table, Multi-Period PRR, Yearly PRR, Quarterly PRR, Monthly PRR, Cumulative Returns
Name: Net Investment vs. Market Value Chart
Overview: This analytic helps "visually" answer these imporant questions: "How much have I invested over time?" and "How has the market value of those investments changed?"
dailyVest Net Investment vs. Market Value chart
chart shows regular periodic contributions to a 401k plan and how the value changed 
Known as "Net Investment vs. Market Value," this chart helps illustrate for investors two important points: the total net investments within an account/plan or selected holding over time, and the corresponding market value fluctuation of those investments. Here, net investments are represented by the black line and correspond to cash flows resulting from the investor's own transactions. The market value of these investments is represented by the blue line and is a function of the daily price of each holding times the total number of units. Red shading (if any) indicates periods of negative unrealized gains where the value is less than what was invested. Green shading (if any) represents periods of positive unrealized gains where the value is greater than what was invested.

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