How to Calculate Your Portfolio Return

Editorial Note:

How to Measure Your Portfolio Return

We wanted to calculate and understand the return on Wealthsimple Portfolio vs. S&P 500 performance. First, we ran into a few issues understanding what exactly different return metrics mean. If you are just as confused, hopefully, this video can give you tools to understand your reports and compare your portfolio to others and your performance.

Overview

  • Topic Intro
  • Simple Return
  • S&P 500 Returns
  • Time Weighted
  • Money Weighted
  • Wealtshimple vs SPY

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