Understanding your investment return
If you are new to investing or interested in learning more about the performance of your portfolio, understanding how your investment return is calculated is a great place to start. Time-weighted return vs. dollar-weighted return
Returns can vary based on when you buy your investments. The two ways to calculate a rate of return are time-weighted return and dollar-weighted return. Both methods are useful, but each evaluates a different type of performance. A time‑weighted rate