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        Investment Return Calculator  
       
       
       
         
    The table below calculates the Time Weighted Return (TWR) of an investment account adjusting for cash flows.  This allows you to compare your return to that of an index or benchmark for performance comparison purposes.  Simply input the information from each of your monthly statements with respect to values, deposits and withdrawals.  It will calculate a cumulative return on a monthly,  quarterly and year-to-date (YTD) basis so you can determine your TWR at any month during the year.  
       
      Beginning Value Ending Value Deposits Withdrawals Net Contribution/ Withdrawal Monthly Return Quarterly Returns YTD Return  
    January 
    February
    March
    April
    May
    June
    July
    August
    September
    October
    November
    December  
       
    For hypothetical use only.
    Spreadsheet assumes all cash flows occurred at the beginning of the month.
       
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