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{"id":235,"date":"2011-01-01T23:41:30","date_gmt":"2011-01-01T23:41:30","guid":{"rendered":"http:\/\/www.calculatinginvestor.com\/"},"modified":"2011-01-02T04:50:19","modified_gmt":"2011-01-02T04:50:19","slug":"return-calculation-comparison","status":"publish","type":"page","link":"https:\/\/www.calculatinginvestor.com\/google-docs-spreadsheets\/return-calculation-comparison\/","title":{"rendered":"Return Calculation Comparison"},"content":{"rendered":"

\u00a0An example of the spreadsheet used to perform the return\u00a0calculations in\u00a0the “Calculating Investment Returns<\/a>” post\u00a0is shown here:<\/p>\n

<\/iframe> \n\u00a0<\/p>\nThe fields in blue can be edited to compare how the three return methods perform with various starting balances, monthly contributions, and monthly returns.\u00a0 The full spreadsheet can be viewed at this <a href=\"https:\/\/spreadsheets3.google.com\/ccc?key=t9MBGvo4f8wdAVev8PVdejQ&authkey=CLiWpoMC&hl=en#gid=0\" target=\"_blank\">link<\/a>.\u00a0 If you wish to edit the spreadsheet, just go to “File” and click on “Create a Copy”, you can then edit the fields in blue to compare the return calculation methods for any scenario you wish.\u00a0 The S&P500 returns used to calculate the post examples are included in the second tab of the spreadsheet.<\/p>\nFor more detail on mechanics of the three types of return calculations, try the following links:<\/p>\nMoney-Weighted Returns (also known as the Dollar Weighted or Internal Rate of Return)<\/strong><\/p>\n<ul>\n<li><a href=\"http:\/\/en.wikipedia.org\/wiki\/Internal_rate_of_return\" target=\"_blank\">Wikipedia Entry<\/a><\/li>\n<li><a href=\"http:\/\/www.ehow.com\/how_4763654_excel-calculate-investment-portfolio-returns.html\" target=\"_blank\">Calculating Money Weighted Return in Exce<\/a>l (the same commands can be used in Google Docs)<\/li>\n<\/ul>\nTime-Weighted Returns<\/strong><\/p>\n<ul>\n<li><a href=\"http:\/\/en.wikipedia.org\/wiki\/True_Time-Weighted_Rate_of_Return\" target=\"_blank\">Wikipedia Entry<\/a><\/li>\n<\/ul>\nModified-Dietz Returns<\/strong><\/p>\n<ul>\n<li><a href=\"http:\/\/www.usatoday.com\/money\/perfi\/columnist\/krantz\/2006-06-27-tota-return_x.htm\" target=\"_blank\">Wikipedia Entry<\/a><\/li>\n<li><a href=\"http:\/\/www.usatoday.com\/money\/perfi\/columnist\/krantz\/2006-06-27-tota-return_x.htm\" target=\"_blank\">USA Today Article <\/a>– This article has a great description of how to calculate the Modified-Dietz Return in Excel or Google Docs, but it incorrectly states that the Modified-Dietz is a time-weighted return.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"\u00a0An example of the spreadsheet used to perform the return\u00a0calculations in\u00a0the “Calculating Investment Returns” post\u00a0is shown here: \u00a0 The fields in blue can be edited to compare how the three return methods perform with various starting balances, monthly contributions, and monthly returns.\u00a0 The full spreadsheet can be viewed at this link.\u00a0 If you wish to <a href='https:\/\/www.calculatinginvestor.com\/google-docs-spreadsheets\/return-calculation-comparison\/'>[…]<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":229,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/www.calculatinginvestor.com\/wp-json\/wp\/v2\/pages\/235"}],"collection":[{"href":"https:\/\/www.calculatinginvestor.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.calculatinginvestor.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.calculatinginvestor.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.calculatinginvestor.com\/wp-json\/wp\/v2\/comments?post=235"}],"version-history":[{"count":14,"href":"https:\/\/www.calculatinginvestor.com\/wp-json\/wp\/v2\/pages\/235\/revisions"}],"predecessor-version":[{"id":256,"href":"https:\/\/www.calculatinginvestor.com\/wp-json\/wp\/v2\/pages\/235\/revisions\/256"}],"up":[{"embeddable":true,"href":"https:\/\/www.calculatinginvestor.com\/wp-json\/wp\/v2\/pages\/229"}],"wp:attachment":[{"href":"https:\/\/www.calculatinginvestor.com\/wp-json\/wp\/v2\/media?parent=235"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}