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. We ran into a few issues first being understanding what exactly different return metrics mean. If you are just as confused, hopefully, this video can give you tools on how to understand your reports, compare your portfolio to others and your personal performance.

Overview

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

Useful Links

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