Help center · Performance and analytics

Does AllInvestView calculate XIRR and time-weighted return?

Yes, both. XIRR gives the return your own money earned, with the timing of every deposit and withdrawal in it, and time-weighted return gives the return of the holdings themselves, which is the one you can fairly put next to an index.

Either can be read over any window. Choosing two dates recalculates the whole dashboard from the trades inside them rather than slicing a chart.

Dividends, fees and foreign currency are all in the figure.

A portfolio return for a chosen date range with its capital gain and dividend yield AllInvestView
The return, capital gain and yield for 1 January to 31 December 2025. Demonstration portfolio.
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