Total Return vs.
Personal Return

There are performance measures for different purposes from which we should expect to yield different results:

Total Return
Total Return measures the theoretical performance of your holdings for a specified period of time, taking into account the beginning and end values of your investments as well as dividends.

Personal Return
Personal Return calculates the investor's returns, taking into account an additional factor in its calculation: the capital that you added or withdrew from your fund or portfolio throughout the specified period of time. The calculation of Personal Return illustrates how your allocation of capital has affected the performance of your portfolio.

For a more detailed explanation, click here.

Include Cash

Now you can include your cash holdings in the "My Performance" portfolio return calculations. If you've accurately tracked your cash flows, including reinvesting interest deposits, and have a positive balance in your cash account(s), click the "Include Cash" box to refresh the page with cash as a holding in the portfolio return calculations.