We have a simple solution to your complex problem!<\/strong><\/p>\nWe have made an excel sheet template in which you just need to enter the starting and ending portfolio balance along with deposits\/ withdrawals made in the month. This would give you the monthly return. As you go on entering these values for every month, you would get the quarterly and annual returns.[sociallocker]<\/p>\n
[button link=”https:\/\/apnaplan.files.wordpress.com\/2018\/02\/portfolio-return-calculator.xlsx” size=”large” style=”download” color=”darkcyan” text=”light”] Download Portfolio Return Calculator (46.91 KB)[\/button]<\/p>\nPortfolio Return Calculator<\/strong><\/figcaption><\/figure>\nWhy you should calculate portfolio Returns?<\/h3>\n\nMost people investing in stock market believe that they are generating returns which are superior to markets or fund managers. You cannot compare this until you have your portfolio returns with you.<\/strong><\/li>\nThe return calculation would help you make better judgment<\/strong> while choosing next investment.<\/li>\nThe return would tell you if you are at the right investment path.<\/li>\n<\/ol>\n[button link=”https:\/\/apnaplan.files.wordpress.com\/2018\/02\/portfolio-return-calculator.xlsx” size=”large” style=”download” color=”darkcyan” text=”light”] Download Portfolio Return Calculator (46.91 KB)[\/button]<\/p>\n","protected":false},"excerpt":{"rendered":"
Do you know how did your investment portfolio performed in last one year or last quarter or last month? I asked this question to some of my friends and NONE of them knew the right answer. Some smart souls took wild guesses and linked their returns to the instrument they invest in. So someone primarily […]<\/p>\n","protected":false},"author":1,"featured_media":4896,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"footnotes":""},"categories":[41,3013,4,3],"tags":[2305,2302,2303,2304],"uagb_featured_image_src":{"full":["https:\/\/www.apnaplan.com\/wp-content\/uploads\/2013\/04\/Calculate-Return-on-your-Investment-Portfolio.png",598,365,false],"thumbnail":["https:\/\/www.apnaplan.com\/wp-content\/uploads\/2013\/04\/Calculate-Return-on-your-Investment-Portfolio-150x150.png",150,150,true],"medium":["https:\/\/www.apnaplan.com\/wp-content\/uploads\/2013\/04\/Calculate-Return-on-your-Investment-Portfolio-300x183.png",300,183,true],"medium_large":["https:\/\/www.apnaplan.com\/wp-content\/uploads\/2013\/04\/Calculate-Return-on-your-Investment-Portfolio.png",598,365,false],"large":["https:\/\/www.apnaplan.com\/wp-content\/uploads\/2013\/04\/Calculate-Return-on-your-Investment-Portfolio.png",598,365,false],"1536x1536":["https:\/\/www.apnaplan.com\/wp-content\/uploads\/2013\/04\/Calculate-Return-on-your-Investment-Portfolio.png",598,365,false],"2048x2048":["https:\/\/www.apnaplan.com\/wp-content\/uploads\/2013\/04\/Calculate-Return-on-your-Investment-Portfolio.png",598,365,false],"yarpp-thumbnail":["https:\/\/www.apnaplan.com\/wp-content\/uploads\/2013\/04\/Calculate-Return-on-your-Investment-Portfolio.png",120,73,false]},"uagb_author_info":{"display_name":"Amit","author_link":"https:\/\/www.apnaplan.com\/author\/admin\/"},"uagb_comment_info":4,"uagb_excerpt":"Do you know how did your investment portfolio performed in last one year or last quarter or last month? I asked this question to some of my friends and NONE of them knew the right answer. Some smart souls took wild guesses and linked their returns to the instrument they invest in. So someone primarily…","_links":{"self":[{"href":"https:\/\/www.apnaplan.com\/wp-json\/wp\/v2\/posts\/4386"}],"collection":[{"href":"https:\/\/www.apnaplan.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.apnaplan.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.apnaplan.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.apnaplan.com\/wp-json\/wp\/v2\/comments?post=4386"}],"version-history":[{"count":0,"href":"https:\/\/www.apnaplan.com\/wp-json\/wp\/v2\/posts\/4386\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.apnaplan.com\/wp-json\/wp\/v2\/media\/4896"}],"wp:attachment":[{"href":"https:\/\/www.apnaplan.com\/wp-json\/wp\/v2\/media?parent=4386"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.apnaplan.com\/wp-json\/wp\/v2\/categories?post=4386"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.apnaplan.com\/wp-json\/wp\/v2\/tags?post=4386"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}