Tag Archives: year 2006

Portfolio return, year 2006

This is the first return calculation for my portfolio, and the return is above my benchmark in SGD it probably explains the low return value. But heck, stay the course. I use the sample Excel spreadsheet from Gummy’s XIRR stuff webpage to do the calculation. All values are annualized and expressed in SGD.

Portfolio return year 2006 = 5.97%
Benchmark return year 2006 = 5.21%

Year-to-date return:

  • Q1 = +5.87%
  • Q2 = -3.36%
  • Q3 = +1.13%
  • Q4 = +5.97%

Quarterly return:

  • Q1 = +26.34%
  • Q2 = -22.37%
  • Q3 = +13.40%
  • Q4 = +14.31%

Benchmark return year 2006 in USD is 14.21%.
My benchmark is explained HERE.


UPDATE (2007-01-23):

  • Changed benchmark return to SGD term. The calculation is shown in the 6th comment.
  • Used exchange rate on 31/12/05 and 31/12/06 to convert benchmark return to SGD.
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