Why did my total return percentage next to my portfolio change recently?
On March 9, 2018, we updated the formula we use to calculate your total returns. This formula will no longer subtract withdrawals from your total Cash deposited when calculating the amount you have deposited.
This means if you made a withdrawal, you may have seen a really negative or positive return. Now going forward, withdrawals won’t affect the return percentage.
Your return percentage is calculated by this formula:
(Current Portfolio Value – (Cash deposited – Cash Withdrawn)) / (Cash Deposited) * 100.
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