VR Finance model
- Balance: $8,393.36
- Annual Dividends: $334.22
- YoC: 3.75%
- XIRR: -1.96%
- Gain/loss: -9.01%
Portfolio Statistics
| Year | January | February | March | April | May | June | July | August | September | October | November | December | Portfolio total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -1.23% | -2.00% | 1.71% | -5.06% | 2.06% | -7.34% | 3.96% | -5.44% | -9.33% | -0.05% | - | - | -21.25% |
| 2021 | 2.10% | 4.12% | 7.15% | 2.72% | -1.54% | -0.33% | 1.62% | 2.85% | -5.06% | 4.80% | -1.55% | 6.72% | 25.46% |
| 2020 | Only available to supporters | ||||||||||||
| 2019 | Only available to supporters | ||||||||||||
It's calculated as monthly capital gain without buy/sell transactions of the month.
Dividends are not included.
Calculated as: 