Managed Portfolios | Returns & Performance

Returns & Performance
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: ...
Where can I track the performance of my Managed Portfolio?
You can track performance directly in the Vested app or website. The dashboard displays both the model portfolio’s performance and your actual returns. You’ll also be notified of rebalancing events and updates, which are part of the advisory service ...

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Is it safe to invest on Vested?
Investing with Vested is safe. Vested is registered with the US Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Your investments through Vested are protected up to $500,000 by the ...
How do I participate in the referral program as a referee?
To participate in the referral program, you must sign up as a new Vested user using a valid referral link or code and make your first investment within 30 days. You will then be eligible to receive your referral bonus.
How do I get started as an investor on Vested?
To open an account on Vested as an investor, follow these steps: Create an account: Visit the Vested website and sign up for an account. You'll need to provide your basic information. Complete the KYC process: Submit the required documents for the ...
What is Vested’s referral program, and what are its benefits?
Vested's new referral program offers exciting benefits for our new users. As a referee, you will earn when you make your first deposit to your US Stocks account and your first Fixed-term plan investment on Vested Edge.
Is there a time limit for claiming my referral bonus?
Yes, you must fulfill the criteria to qualify for the referral bonus within 30 days of signing up with a valid referral link or referral code.

Managed Portfolios | Returns & Performance | Knowledge Base