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1.6 – XIRR vs CAGR vs Portfolio Return
Many investors calculate Portfolio Return, CAGR and XIRR—but few understand why each produces a different result. This guide explains when to use each return metric, introduces the Return Measurement Gap, and shows how Structured Compounders measure investment performance with confidence.
Compounding Investor
Aug 215 min read


1.5 - Portfolio Performance Spreadsheet: Track Returns, Dividends, Contributions and CAGR in Excel
A growing portfolio doesn’t always mean successful investing. Learn how to build an Excel portfolio performance spreadsheet that separates investment returns, dividends and contributions, measures CAGR correctly and closes the Portfolio Performance Gap to support better long-term investment decisions.
Compounding Investor
Jul 3016 min read


1.2 – Portfolio Tracking Spreadsheet: 12 Metrics Every Investor Should Track In Excel
Most investors track their portfolio. Far fewer track the metrics that actually improve investment decisions. Discover the 12 essential portfolio tracking metrics every long-term investor should monitor in Excel, why each one matters, and how better measurement transforms a spreadsheet into a structured investment system.
Compounding Investor
Jul 2012 min read
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