Calculating investment return with known cashflows over actual period (not annualised)
I am trying to calculate the actual return generated on an investment portfolio for a given period with cash flows known.
I know that XIRR gives an annualised return but what formula would I use to calculate the actual return for a period of say 9 months.
1/1/2013 $25,000 starting balance
1/4/2013 $10,000 additional contribution
1/6/2013 $5,000 withdrawal
1/8/2013 $10,000 additional contribution
30/9/2013 $75,000 end balance
Solutions to the Problem Calculating investment return with known cashflows over actual period (not annualised)
Assuming that you have the correct signs ( + and - ) for your cash flows, you may at first want to wrap the
XIRR function within NOMINAL function and then to find the actual return for
=NOMINAL( XIRR( B1:B5, A1:A5 ) , 12 ) * 0.75
Nominal function will return a nominal ( annual ) rate, 3/4th of such a value is the
9 months return on your investment keeping in view that 1/12th of the value returned by nominal is the
periodic monthly rate.
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