Investment Performance Reporting for Websites & Statements

About Personal Rate of Return

Why Measure Investment Performance?
A case for personal rate of return.
Investment Performance Calculation Methods...
An overview of suitable methods for calculating investment performance and personal rate of return and detailed information on the calculation methodologies employed within dailyVest software.
Time Weighted vs. Dollar Weighted Rate of Return...
A detailed look at what might be the best performance calculation method to use for your investors.

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