Yearly Performance — Portfolio Insights

Data

This page measures annual and cumulative IRR for the portfolio against three benchmarks (ASX 200, NASDAQ-100, S&P 500). Each year's IRR runs from 31 December of the previous year to 31 December of the labelled year. Cash flows include buys, sells, return-of-capital and dividends, on a total-return basis matching how Portfolio View calculates IRR. Benchmark IRRs use Yahoo's adjusted close so distribution reinvestment is baked in. The first fetch takes a couple of minutes (dividend histories plus prices); results cache in this browser so subsequent visits load instantly.

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Annual IRR

Cumulative IRR

Click the left dot to set the from year and the right dot to set the to year. Each row shows the cumulative IRR from the start of from to the end of that row's year. Rows outside the range are greyed.

Cash-flow audit

Per-year breakdown of every flow type fed into the IRR calculation. If a year's IRR looks wrong, this is where to look.