Post by aju on Dec 12, 2016 12:46:37 GMT
Someone asked a question in another thread to check if anyone had checked xirr returns on zopa plus.
p2pindependentforum.com/post/155513/thread
So I thought this might be interesting to try this, trouble is there are a number of people using xirr across the platforms but none are actually showing how one might do this. I thought the best way might be to just check the outlay against the returns using excel but the issue I am having is knowing how to collect and represent the right info.
I tried the following
example 1
17/08/2016 £1040 Initial investment
07/11/2016 £480 Further investment
12/12/2016 -£1548.17 value today (12/12)
7.62% xirr result
example 2
13/05/2016 £1010 Initial investment
12/12/2016 -£1383.11 value today (12/12)
71.38% xirr result
Both these example are real values but surely 71.38% on the second one is incorrect.
I must be doing something wrong, any ideas anyone. The values I used were totals from the CSV files from mine and my OH account.
p2pindependentforum.com/post/155513/thread
So I thought this might be interesting to try this, trouble is there are a number of people using xirr across the platforms but none are actually showing how one might do this. I thought the best way might be to just check the outlay against the returns using excel but the issue I am having is knowing how to collect and represent the right info.
I tried the following
example 1
17/08/2016 £1040 Initial investment
07/11/2016 £480 Further investment
12/12/2016 -£1548.17 value today (12/12)
7.62% xirr result
example 2
13/05/2016 £1010 Initial investment
12/12/2016 -£1383.11 value today (12/12)
71.38% xirr result
Both these example are real values but surely 71.38% on the second one is incorrect.
I must be doing something wrong, any ideas anyone. The values I used were totals from the CSV files from mine and my OH account.
