Saving money on health care can be a challenge. But weâre here to help. There are a number of ways to reduce your out-of-pocket costs. For example, choose an in-network doctor or hospital instead of one thatâs out of network. Another good way to save is to choose a plan that is compatible with a tax-advantaged health savings account. Explore more ways to save.
Time-weighted return. Related Articles. Time-weighted returns is a measure of the compound rate of return of a portfolio over a stated period of time. It requires a set of sub-period returns to be calculated whenever there is an external cash flow, such as a deposit or withdrawal from the portfolio.
To calculate the year-to-date (YTD) return on a portfolio, subtract the starting value from the current value and divide by the starting value. Multiplying by 100 converts this figure to a return percentage, which is more useful than decimal format for comparing the returns of different investments.