I'm trying to duplicate a report that gives the YTD dollar gain for a stock holding. I'm using XIRR to determine the percentage, however I'm interested in understanding what that is in dollars (value). For this example the report provider shows a YTD (Sept 16th) loss of -195.03. I'm not sure of the method, but maybe someone can help me determine what the dollar value is for the loss.
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A | B | C | D | E | |
1 | action | shares | price | total | date |
2 | buy | 1500 | 9.49 | 14235 | 12/31/2012 |
3 | sell | -1000 | 6.52 | -6520 | 5/8/2013 |
4 | balance | 500 | 6.62 | -3310 | 9/16/2013 |
5 | |||||
6 | |||||
7 | Annualized XIRR | -0.5355 | |||
8 | |||||
9 | YTD XIRR | -0.41964 | |||
10 | |||||
11 | Gain/Loss YTD $ ?? | ? | |||
12 |
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Spreadsheet Formulas | ||||||||||||
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Thanks