Personal Rate of Return Analytics

Net Investment vs. Market Value, Personal Rate-of-Return (PRR) Table, Multi-Period PRR, Yearly PRR, Quarterly PRR, Monthly PRR, Cumulative Returns

Name:	Personal Rate of Return Table
Overview:	The table of personal rates of return is simply a collection of discrete returns used for measuring and tracking personal investment performance over standard time periods. Returns can be calculated using either a Time-weighted or Dollar-weighted Rate of Return method.

dailyVest table of personal rates of return.

shows personal rates of return for all holdings within a 401k plan

This table of personal rates of return is simply a collection of discrete returns calculated over various standard time periods. It can be setup to use a calculation method of the client’s choice, and the analysis can be done over any length of time for multiple accounts/plans, a single account/plan, or an individual holding. Returns take into account the timing effect of all cash flows including contributions/purchases, withdrawals or loans taken (if available), transfers between holdings and any other activity that affects money movement.