I’m hoping to be able to connect with you to calculate my True Time Weighted Rate of Return (TWRR) using the Daily Valuation method.
I hav a sample of my data from a Brokerage house in a Spreadsheet. I’d like to be able to calculate the TWRR for each period. The data as shown represents a typical IRA or 401K contributions.
I found various scenarios on the web where Time Weighted Rate of Return (TWRR) using the Daily Valuation method is calculated; but none that I have seen really fit my data. And I also find the TWRR formula most confusing and intimidating.
Can I send you my Spreadsheet so you can take a stab at it? If so, let me know how I can get it to you.
Thanks.
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