VR Finance model
- Balance: $10,220.68
- Annual Dividends: $350.86
- YoC: 3.66%
- XIRR: 6.79%
- Gain/loss: 4.75%
Portfolio Statistics
| Year | January | February | March | April | May | June | July | August | September | October | November | December | Portfolio total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 6.62% | - | - | - | - | - | - | - | - | - | - | - | 6.62% |
| 2022 | -1.23% | -2.00% | 1.71% | -5.06% | 2.06% | -7.34% | 3.96% | -5.41% | -9.35% | 7.73% | 6.46% | -5.44% | -14.54% |
| 2021 | Only available to supporters | ||||||||||||
| 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: 