Spreadsheet: 852789d1702737783-calculating-portfolio-returns-given-changes-to-holdings-portfolio-value
Sheet: Portfolio Risk and Returns

 |  |  |  | US TFSA | US Cash | US RSP | US TFSA | US TFSA | US TFSA | US Cash | US RSP
Year | Month | Date | Version | US TFSA_US | US Cash_US | US RSP_US | AMD | QCOM | WKHS | AMD | UMC
2020 | 1 |  |  | NULL | NULL | NULL |  |  |  |  |  |  |  | Year | 2023 | Account | US TFSA
2020 | 1 |  |  | NULL | NULL | NULL |  |  |  |  |  |  |  | Monthly Performance | Starting Value | Ending Value | [NAME] |  |  |  | Fiscal Year | Account
2020 | 2 |  |  | NULL | NULL | NULL |  |  |  |  |  |  | 1 | Jan |  |  |  |  |  |  | 2020 | US TFSA
2020 | 2 |  |  | NULL | NULL | NULL |  |  |  |  |  |  | 2 | Feb |  |  |  |  |  |  | 2021 | US Cash
2020 | 3 |  |  | NULL | NULL | NULL |  |  |  |  |  |  | 3 | Mar |  |  |  |  |  |  | 2022 | US RSP
2020 | 3 |  |  | NULL | NULL | NULL |  |  |  |  |  |  | 4 | Apr |  |  |  |  |  |  | 2023
2020 | 4 |  |  | NULL | NULL | NULL |  |  |  |  |  |  | 5 | May
2020 | 4 |  |  | NULL | NULL | NULL |  |  |  |  |  |  | 6 | Jun
2020 | 5 |  |  | NULL | NULL | NULL |  |  |  |  |  |  | 7 | Jul
2020 | 5 |  |  | NULL | NULL | NULL |  |  |  |  |  |  | 8 | Aug
2020 | 6 |  |  | NULL | NULL | NULL |  |  |  |  |  |  | 9 | Sep
2020 | 6 |  |  | NULL | NULL | NULL |  |  |  |  |  |  | 10 | Oct
2020 | 7 |  |  | NULL | NULL | NULL |  |  |  |  |  |  | 11 | Nov
2020 | 7 |  |  | NULL | NULL | NULL |  |  |  |  |  |  | 12 | Dec
2020 | 8 |  |  | NULL | NULL | NULL
2020 | 8 |  |  | NULL | NULL | NULL
2020 | 9 |  |  | NULL | NULL | NULL |  |  |  |  |  |  |  | Quarterly Performance | Starting Value | Ending Value | [NAME]
2020 | 9 |  |  | NULL | NULL | NULL |  |  |  |  |  |  | 3 | Q1
2020 | 10 |  |  | NULL | NULL | NULL |  |  |  |  |  |  | 6 | Q2
2020 | 10 |  |  | NULL | NULL | NULL |  |  |  |  |  |  | 9 | Q3
2020 | 11 |  |  | NULL | NULL | NULL |  |  |  |  |  |  | 12 | Q4
2020 | 11 |  |  | NULL | NULL | NULL
2020 | 12 |  |  | NULL | NULL | NULL
2020 | 12 |  |  | NULL | NULL | NULL |  |  |  |  |  |  |  | YTD Performance (Portfolio) | Starting Value | Ending Value | [NAME]
2021 | 1 |  |  | NULL | NULL | NULL |  |  |  |  |  |  |  | Jan - Present
2021 | 1 |  |  | NULL | NULL | NULL
2021 | 2 |  |  | NULL | NULL | NULL |  |  |  |  |  |  |  | Since Inception | Starting Value | Ending Value | [NAME] | Inception Date
2021 | 2 |  |  | NULL | NULL | NULL |  |  |  |  |  |  |  | AMD |  |  |  | 2022-02-15 00:00:00
2021 | 3 |  |  | NULL | NULL | NULL |  |  |  |  |  |  |  | QCOM |  |  |  | 2022-07-17 00:00:00
2021 | 3 |  |  | NULL | NULL | NULL |  |  |  |  |  |  |  | WKHS |  |  |  | 2022-02-15 00:00:00
2021 | 4 |  |  | NULL | NULL | NULL |  |  |  |  |  |  |  | AMD |  |  |  | 2022-07-17 00:00:00
2021 | 4 |  |  | NULL | NULL | NULL |  |  |  |  |  |  |  | UMC |  |  |  | 2022-02-15 00:00:00
2021 | 5 |  |  | NULL | NULL | NULL
2021 | 5 |  |  | NULL | NULL | NULL |  |  |  |  |  |  |  | YTD Performance (Stocks) | Starting Value | Ending Value | [NAME]
2021 | 6 |  |  | NULL | NULL | NULL |  |  |  |  |  |  |  | AMD
2021 | 6 |  |  | NULL | NULL | NULL |  |  |  |  |  |  |  | QCOM
2021 | 7 |  |  | NULL | NULL | NULL |  |  |  |  |  |  |  | WKHS
2021 | 7 |  |  | NULL | NULL | NULL |  |  |  |  |  |  |  | AMD
2021 | 8 |  |  | NULL | NULL | NULL |  |  |  |  |  |  |  | UMC
2021 | 8 |  |  | NULL | NULL | NULL
2021 | 9 |  |  | NULL | NULL | NULL |  |  |  |  |  |  |  | Trailing Performance | Beginning Value | Ending Value | [NAME] | Months Back
2021 | 9 |  |  | NULL | NULL | NULL |  |  |  |  |  |  |  | T3M |  |  |  | 3
2021 | 10 |  |  | NULL | NULL | NULL |  |  |  |  |  |  |  | T6M |  |  |  | 6
2021 | 10 |  |  | NULL | NULL | NULL |  |  |  |  |  |  |  | T12M |  |  |  | 12
2021 | 11 |  |  | NULL | NULL | NULL |  |  |  |  |  |  |  | T36M |  |  |  | 36
2021 | 11 |  |  | NULL | NULL | NULL |  |  |  |  |  |  |  | T60M |  |  |  | 60
2021 | 12 |  |  | NULL | NULL | NULL
2021 | 12 |  |  | NULL | NULL | NULL
2022 | 1 |  |  | NULL | NULL | NULL
2022 | 1 |  |  | NULL | NULL | NULL
2022 | 2
2022 | 2
2022 | 3
2022 | 3
2022 | 4
2022 | 4
2022 | 5
2022 | 5
2022 | 6
2022 | 6
2022 | 7
2022 | 7
2022 | 8
2022 | 8
2022 | 9
2022 | 9
2022 | 10
2022 | 10
2022 | 11
2022 | 11
2022 | 12
2022 | 12
2023 | 1
2023 | 1
2023 | 2
2023 | 2
2023 | 3
2023 | 3
2023 | 4
2023 | 4
2023 | 5
2023 | 5
2023 | 6
2023 | 6
2023 | 7
2023 | 7
2023 | 8
2023 | 8
2023 | 9
2023 | 9