Returns Inspector Delta

Returns Inspector Delta (Δ)

The market value of your assets over time, net of cash flows.

Performance (Whole Period)

Only the starting and the ending Snapshot are considered. Those in between are ignored.

“%Δ (CAGR)” is the Compound Annual Growth Rate based on the change in value over the period. See CAGR at Wikipedia for more details.

Snapshot Performance Table

The change in market value for individual Snapshots is shown, as well as the period to date.

Note that the %Δ column (showing performance to date) will show “n/a” if the period started with a non-positive value.

See also

For performance that’s independent of cash flows, see Returns Modified Dietz (R)

To modify the selected period, see Returns Footer.

To filter the participating accounts, see Returns Inspector Accounts Filter.

To filter the participating assets, see Returns Inspector Assets Filter.