Why are the values between the Portfolio table and Portfolio chart different in the Dashboard?

The percent value in the Portfolio Change in Value table section is not a return value. The value in the table represents the percent change value between the beginning and ending value of the portfolio.

The Portfolio Charting section is charting the return of the selected portfolios. Portfolio Charting uses a time-weighted return, meaning the percent change on every day is equally weighted, regardless of the relative dollar amount in the portfolio.


Top
Why are the return values... How do you calculate your...