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.

Rolling returns represent the average annualized return of an investment for a given time frame. Specifically, rolling return calculations measure how a stock, mutual fund or other security ...

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: ...

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.

How to Annualize a Daily Rate. Calculating the annual equivalent of a daily charge or per diem interest, or compounding annual growth based on daily interest, can help you estimate your company's ...

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: ...