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Help with TWR calculation

Discussion in 'Trading/Investing Resources' started by jjdasf, Nov 2, 2019.

  1. jjdasf


    Likes Received:
    Nov 2, 2019

    I've got a table with one of my portfolio's in it. It's a simple one with just 3 ETF's in it.

    I'd like to track the TWR for each ETF, per year and an aggregate of all, per year, and an aggregate of all of all time.

    I've got this setup, unsure if correctly. The individual TWR for each stock look like they might be ok? But the overall ones seem way off.

    If anyone can take a look and tell me where I'm going wrong it'd be much appreciated. I've made a simple version of it here:


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