Investment Performance Reporting for Websites & Statements

Personal Rate of Return Analytics

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Name: Multi-Period Personal Rate-of-Return Summary Barchart
Overview: The PRR bar graphs (and table) contain the rate of return earned in an account (or multiple accounts) for the specified investment fund(s) and the specified time period.
dailyVest Multi-Period PRR Summary Barchart
this chart summarizes PRR for various standard time periods
PRR barcharts provide an easy way for investors to quickly track and compare their personal performance over various standard periods (month, quarter, year). They use time- or dollar-weighted calculation methods and 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.

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