Time-weighted Returns – Excel Template

Ivan Kitov
Ivan Kitov

The time-weighted rate of return is a method for calculating the compound growth rate in a portfolio. It is used to compare the returns of investment managers by removing the effect of cash withdrawals and additions to the portfolio.

Some other related topics you might be interested to explore are Money-weighted Rate of Return, Holding Period Return, and Internal Rate of Return.

This is an open-access Excel template in XLSX format that will be useful for anyone who wants to work as a Banker, Investment Professional, Corporate Finance Practitioner, or Portfolio Manager.

You can now download the Excel template for free.

Time-weighted rate of return is among the topics included in the Quantitative Methods module of the CFA Level 1 Curriculum.