VR Finance model
- Balance: $11,448.65
- Annual Dividends: $414.45
- YoC: 3.43%
- XIRR: 5.21%
- Gain/loss: 2.22%
Portfolio Statistics
| Year | January | February | March | April | May | June | July | August | September | October | November | December | Portfolio total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 6.34% | -3.18% | 2.07% | 0.72% | -1.94% | 0.39% | - | - | - | - | - | - | 4.19% |
| 2022 | -1.23% | -2.00% | 1.71% | -5.06% | 2.06% | -7.34% | 3.96% | -5.41% | -9.35% | 7.73% | 6.45% | -5.16% | -14.30% |
| 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: 