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The simplest way to determine the return of an asset is to take the ending value and divide it by the starting value. Let's build that up in terms of how complex you may want to get: 1) If you start with $100 in the bank, they pay you $2 in interest, and you end the year with $102. 102 / 100 = 102%, and after subtracting the 100% you started with, this is a ...


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This is not easy. It is made harder by there being several measures of return. One is money-weighted rate of return and the other is time-weighted rate of return. If you did not make any changes, the return is 100*(market_value_now / market_value_3mo_ago - 1). This formula requires that there are no dividends, or that you wish to exclude dividends from the ...


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