Annualize Your Portfolio

Annualize Your Portfolio–Individual and/or Club (How yuh doin’?)  

Below are two tools to aid in determining how well your portfolio, individual stocks, and mutual funds, have performed when compared to the market averages. 

For indivitual portfolios there are two types–one simplified and one detailed. Download them both to see which one is best for you. Instructions on their usage are included.


Compare your INDIVIDUAL portfolio gain/loss with the market averages
(Detailed version 6.01)  

Click here if using Excel 2007-2011-O365 

IMPROVED VERSION. (The index values are updated automatically. This file approximates how well your individual companies, and entire current portfolio, have performed since purchase, for the year–and since the portfolio inception. Did you beat the market? This form determines that. Look for a tab at the bottom of the form labeled “Instructions”. It will help determine what data is to be typed into each cell.  


Compare your INDIVIDUAL portfolio gain/loss with the market averages
(Simplified version) version 3.10 

Click here if using Excel 2000-2003     Click here if using Excel 2007-2013-O365   (This file will download as a Zip file.  Double click on it then single click on the resultant file                                to open the spreadsheet–then save it.)           This file approximates how well your individual portfolio has performed annually. It provides a comparison to the market averages. Did you beat the market? This form requires minimal input and only determines how your current portfolio has done compared with the market averages for the past year, and as the current year progresses.  It does not take into account any previous buys and sells. I highly recommend the Detailed version above for a more complete look at your portfolio.

If you want to see how each company has done, as well as the entire portfolio, use the “Detailed version” above.