Questions about portfolio report calculations

Under Portfolio Report, how do I interpret the Overall XIRR number?

Would that be total IRR since inception of portfolio?

Also, when we refer to overall XIRR returns, would it be the same as what excel would return? i.e. all cash flows including dividends post transaction cost, from Day 1 to today?

Yes, Overall XIRR implies the IRR since inception.

Yes, the results should tally with if you perform it in Excel. I do run some simulations to ensure they tally. If you believe they do not, please let me know. Thanks!

Just to check, for YTD XIRR is it to the current month or to the end of year i.e. (31Dec)?

YTD XIRR is supposed to be from 1st Jan of current year till current date

1 Like