Spreadsheet: 162851d1340104112-calculate-ytd-returns-varying-start-of-the-year-using-dropdown-excel-problem
Sheet: Sheet1

Month | Portfolio | change |  | Month | 2012-04-30 00:00:00
2002-10-31 00:00:00 | 2000000
2002-11-30 00:00:00 | 2005766.84 |  |  |  | 1 Month | 3 Months | 6 Months | YTD | 1 Year | Inception | Annualised Return | Annualised Vol | 3 Yr Return | 3 Yr Annualised | 3 Yr Vol
2002-12-31 00:00:00 | 2029823.05
2003-01-31 00:00:00 | 1995544.78
2003-02-28 00:00:00 | 1986176.76
2003-03-31 00:00:00 | 2015599.4
2003-04-30 00:00:00 | 2067806.91
2003-05-31 00:00:00 | 2122746.77
2003-06-30 00:00:00 | 2119806.29
2003-07-31 00:00:00 | 2171857.49
2003-08-31 00:00:00 | 2174708.56
2003-09-30 00:00:00 | 2234555.69
2003-10-31 00:00:00 | 2232257.05
2003-11-30 00:00:00 | 2264443.55
2003-12-31 00:00:00 | 2303333.61
2004-01-31 00:00:00 | 2324242.3
2004-02-29 00:00:00 | 2348024.89
2004-03-31 00:00:00 | 2372967.78
2004-04-30 00:00:00 | 2323821.23
2004-05-31 00:00:00 | 2319092.76
2004-06-30 00:00:00 | 2340971.88
2004-07-31 00:00:00 | 2337920.87
2004-08-31 00:00:00 | 2366603.31
2004-09-30 00:00:00 | 2397943.98
2004-10-31 00:00:00 | 2421966.93
2004-11-30 00:00:00 | 2460106.74
2004-12-31 00:00:00 | 2494889.86
2005-01-31 00:00:00 | 2500730.62
2005-02-28 00:00:00 | 2546661.929528395
2005-03-31 00:00:00 | 2537749
2005-04-30 00:00:00 | 2514685.24347526
2005-05-31 00:00:00 | 2507659
2005-06-30 00:00:00 | 2522324.737082
2005-07-31 00:00:00 | 2542937
2005-08-31 00:00:00 | 2597799
2005-09-30 00:00:00 | 2669107
2005-10-31 00:00:00 | 2654127
2005-11-30 00:00:00 | 2685237
2005-12-31 00:00:00 | 2749759
2006-01-31 00:00:00 | 2838056
2006-02-28 00:00:00 | 2877492
2006-03-31 00:00:00 | 2906697
2006-04-30 00:00:00 | 2974579
2006-05-31 00:00:00 | 2943170.382272225
2006-06-30 00:00:00 | 2890737.192684625
2006-07-31 00:00:00 | 2882969.375037985
2006-08-31 00:00:00 | 2897860.157028703
2006-09-30 00:00:00 | 2905721.499431544
2006-10-31 00:00:00 | 2956019.139583147
2006-11-30 00:00:00 | 2997555.850796191
2006-12-31 00:00:00 | 3029771
2007-01-31 00:00:00 | 3054014.313445386
2007-02-28 00:00:00 | 3071322.990530796
2007-03-31 00:00:00 | 3097994.506237359
2007-04-30 00:00:00 | 3146242.479922147
2007-05-31 00:00:00 | 3223479.343242653
2007-06-30 00:00:00 | 3260589.95804038
2007-07-31 00:00:00 | 3298230.4346483
2007-08-31 00:00:00 | 3248837.11
2007-09-30 00:00:00 | 3370095.01984644
2007-10-31 00:00:00 | 3488909.65611647
2007-11-30 00:00:00 | 3473752.35968962
2007-12-31 00:00:00 | 3520688.31696591
2008-01-31 00:00:00 | 3442268.36476185
2008-02-29 00:00:00 | 3518980.00467234
2008-03-31 00:00:00 | 3486260.40344255
2008-04-30 00:00:00 | 3532755.91717674
2008-05-31 00:00:00 | 3531350.08966093
2008-06-30 00:00:00 | 3521834.915503339
2008-07-31 00:00:00 | 3469638.942391026
2008-08-31 00:00:00 | 3377404.642836277
2008-09-30 00:00:00 | 3136916.688678939
2008-10-31 00:00:00 | 2840755.284028998
2008-11-30 00:00:00 | 2783767.519932785
2008-12-31 00:00:00 | 2832105.999808634
2009-01-31 00:00:00 | 2798993.900325766
2009-02-28 00:00:00 | 2719615.039688107
2009-03-31 00:00:00 | 2738356.94811515
2009-04-30 00:00:00 | 2758242.99579125
2009-05-31 00:00:00 | 2805266.949731317
2009-06-30 00:00:00 | 2803633.84628297
2009-07-31 00:00:00 | 2888938.921845149
2009-08-31 00:00:00 | 2926193.550783207
2009-09-30 00:00:00 | 2993652.087008968
2009-10-31 00:00:00 | 3004637.562896517
2009-11-30 00:00:00 | 3085109.457664599
2009-12-31 00:00:00 | 3069861.194536253
2010-01-31 00:00:00 | 3056631.337436837
2010-02-28 00:00:00 | 3074740.490018815
2010-03-31 00:00:00 | 3131866.901039902
2010-04-30 00:00:00 | 3181608.245514623
2010-05-31 00:00:00 | 3120444.51709832
2010-06-30 00:00:00 | 3139394.259356198
2010-07-31 00:00:00 | 3145670.405652513
2010-08-31 00:00:00 | 3198777.664490773
2010-09-30 00:00:00 | 3288690.345393262
2010-10-31 00:00:00 | 3348860.880990553
2010-11-30 00:00:00 | 3339054.927578143
2010-12-31 00:00:00 | 3369335.324398987
2011-01-31 00:00:00 | 3384005.180075203
2011-02-28 00:00:00 | 3428890.787760803
2011-03-31 00:00:00 | 3430456.196793717
2011-04-30 00:00:00 | 3502259.286202071
2011-05-31 00:00:00 | 3522059.107900608
2011-06-30 00:00:00 | 3505671.731703378
2011-07-31 00:00:00 | 3525636.748511138
2011-08-31 00:00:00 | 3518264.312210415
2011-09-30 00:00:00 | 3375240
2011-10-31 00:00:00 | 3404444.815246638
2011-11-30 00:00:00 | 3377790.257777759
2011-12-31 00:00:00 | 3351809.760220879
2012-01-31 00:00:00 | 3396985.670817978
2012-02-29 00:00:00 | 3466640.266702615
2012-03-31 00:00:00 | 3414651.995225676
2012-04-30 00:00:00 | 3397397.667863359
2012-05-31 00:00:00 | 3268868.232889227