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YTD Calculator — Investment Return & Earnings Tracker

Technical reference documents covering the formulas, methodology, and data behind YTD Calculator — Investment Return & Earnings Tracker. Use these to understand exactly how calculations are performed.

YTD Terms: Price Return, Total Return, and Annualizing

The three different questions people call YTD, each with its own formula — plus why annualizing is a projection rather than a year-to-date figure.

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