Excel and Google Sheets have three functions to calculate the internal rate of return: IRR, XIRR, and MIRR. Learn how these functions can calculate investment returns.

If your expected return on the individual investments in your portfolio is known or can be anticipated, you can calculate the portfolio's overall rate of return using Microsoft Excel.

An annual return, or annualized return, is a percentage value that tells you how much an investment as increased in value on average per year over a period of time.

So, your total return over a decade has been 138%. Since we're considering a 10-year period, I'll use 0.1 as my power to calculate the annualized return: ...

Rolling returns measure average annualized returns over a specific time period and they can be helpful for gauging an investment’s … Continue reading → The post How to Calculate Rolling ...

Knowing how to convert your daily returns to annual returns can help you better compare investments to one another, regardless of their periodicity.

Advisers must ensure they are using the geometric rather than the arithmetic mean when calculating investment returns.

Calculate annual return: Adjust purchase price for splits, then annualize simple return. Dividends can be included by using dividend-adjusted prices in return calculations.