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open-portfolio / FlowWorthApp

Portfolio valuation, performance, and tracking tool for the Do-It-Yourself Investor
https://openalloc.github.io/FlowWorth
Mozilla Public License 2.0
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Replace "Δ% (annualized)" with "Δ% (CAGR)" #7

Closed reedes closed 2 years ago

reedes commented 2 years ago

Rather than a rough annualized percent (based on period), instead calculate a CAGR (compound annualized growth rate).

Applies to the delta views, including forecast.

Dietz-based performance not affected (at least yet).