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:	Cumulative Returns Chart
Overview:	Tracks total cumulative return for a portfolio, account or individual holding over a selectable period of time. Each point on the chart represents a personal rate of return for the period beginning on the chart's start date, through the date corresponding to that “point.” Red shading indicates periods of negative return while green shading represents periods of positive return.

this chart essentially shows a daily personal rate of return, analyzed at a multi-plan level

This chart is designed to answer the question: "How has my account performed over time?" Cumulative return is the actual, non-annualized personal return of the account, including reinvested dividends and interest, as well as appreciation or depreciation in the price of it’s holdings over a given time period.