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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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