Return on Investment


A

Avrum Lapin

Is there a standardized (SEC) way to calculate the annual Total Return
on a portfolio under the following circumstances.

The portfolio consists of two taxable accounts and two tax deferred
accounts. Each account has equities, bonds, mutual funds and ETFs.
Money moves from one of the tax deferred accounts to one of the taxable
accounts and between the taxable accounts. Money leaves the portfolio
during the year usually on a monthly basis (but often not the same
amount each month) pay for a retiree's expenses .

I want to calculate the total return as if no money left the portfolio
and compare that with the total return of a combination of well known
index funds
 
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