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.

Most investors think portfolio performance means “I’m up 10%.” Unfortunately, that often tells only part of the story. Deposits, withdrawals, dividends, time and benchmark selection can all distort performance measurement. Without proper tracking, investors struggle to understand what is driving results or whether their portfolio is truly compounding over time. This guide explains how to measure portfolio performance using CAGR, benchmarking, attribution analysis & a struct