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Personal Rate of Return

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Question From a Reader – Calculating Personal Rate of Return

Tuesday, January 16th, 2007

I received the following question from a reader: JLP, Thank you for your site. I have found you present topics in easy to understand ways and also bring to light other sources of information that do the same. I was reviewing your post on personal rate of return and I wanted to ask a question […]

Figuring Your Personal Rate of Return

Tuesday, January 2nd, 2007

The Finance Buff has a very interesting post that details a simple formula that you can use to estimate your personal rate of return. I blogged about this very topic last year but my formula was incredibly detailed and would be a major pain for most people to use. To compute FB’s formula, the only […]

How Do You Calculate the Return on a Fixed Immediate Annuity?

Wednesday, June 28th, 2006

I put together a pretty simple spreadsheet (download) that will tell you your rate of return on a fixed immediate annuity. This spreadsheet works best

How to Calculate Your Personal Rate of Return

Friday, April 28th, 2006

Here’s how to use XIRR in Excel. First off, I want to thank the guys at the Vanguard Diehards Forum (and this forum in particular) for helping me out with this project. The post I put up earlier this week was wrong. I was following an example I had found in this

How to Calculate Personal Rate of Return (Time-Weighted Rate of Return)

Wednesday, April 26th, 2006

I pulled the content from this post because it is inaccurate. Here’s a link to the follow-up post.

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