How Vested Portfolio Returns Are Calculated

How are returns of Managed Portfolios calculated?

Returns are calculated using industry-standard methodologies:

Extended Internal Rate of Return (XIRR): This rate adjusts for the timing of deposits and withdrawals, giving you the most accurate picture of your actual performance.

Absolute Returns: Shows percentage growth in value from your initial investment.

The performance chart in the portfolio details page reflects the returns of the model allocation. Your personal returns, which may differ, are always shown under “Your Position.”

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