How can I view XIRR of my portfolio?
If the feature is not available, can it be added soon?
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Can you also make the XIRR available along with the absolute returns at each vest’s level. The IRR or whatever is being displayed is something not unfamiliar or unrelatable.
Thank you. Any timelines for this?
seems XIRR has been rolled out. Can you pls post a note on how this is calculated and what all is excluded and included?
I have attached a note below on how XIRR is calculated on Vested. Please let me know if I can provide further clarification.
XIRR (Extended Internal Rate of Return) represents the annualized return on your investments held within Vested and is calculated across all asset classes, including US Stocks, Mutual Funds, and Managed Portfolios (Vests).
XIRR is computed at the end of each business day, so your latest transactions may not be reflected in the calculation at a particular time. XIRR calculations incorporate applicable fees on Vested and taxes withheld on investment income, such as dividends and securities lending income, to accurately reflect your net realized returns. The XIRR shown reflects only the performance of positions held within Vested and does not include any investments or holdings maintained outside the platform.
XIRR is annualized and may not reflect long-term performance for portfolios less than 1 year old
@Naman-Vested So, XIRR is basically means by portfolio since inception (say 2021) to today? I mean how to read this.