Guides
YTD Calculator — Investment Return & Earnings Tracker
Step-by-step how-to guides for using YTD Calculator — Investment Return & Earnings Tracker and related techniques. Written for practical use — follow each guide to get accurate results for your specific situation.
Comparing Your YTD Return to a Benchmark Correctly
Why price return and total return give opposite verdicts against the same benchmark, how to pick the right index, and what a fair comparison actually needs.
intermediate Read guide →Tracking YTD Income With Irregular or Freelance Pay
Why annualizing breaks on seasonal and commission income, how far the projection can swing, and what to use instead when your year is not evenly spread.
beginner Read guide →