Portfolio Performance vs S&P 500 spreadsheet (.xls)

Excel spreadsheets (.xls), Personal finance, Value investing

To download this spreadsheet, right click on this link and choose “Save target as” or “Save link as” from the menu items.

Description: A simple MS Excel template (Office 2003) you can use to compare your portfolio returns versus SPY, an ETF that tracks the S&P 500 Composite Index. Greyed out areas are calculations and should not be changed. A few examples have been prefilled in blue.

You may use, distribute, and modify this spreadsheet however you wish. For more information on how to use it, read Part I and Part II of how to measure your portfolio’s performance against the market. Comments, corrections, additions, and suggestions are welcome below.


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7 Feedbacks on "Portfolio Performance vs S&P 500 spreadsheet (.xls)"

I don’t enjoy investing. Good thing, too. ยป

[…] so far, and anything interesting I find. Posted on 08 May 2006 by Ricemutt Comment | Trackback Relatedposts: […]

My stock portfolio performance to date | Experiments in Finance

[…] Personal finance, Value investing Since I started investing on my own (roughly a year and half ago), I’ve been trying to be diligent about keeping track of my transactions and performance. I’ve found that individual investors very seldom know how they’re doing, or even if they’re beating the index. Excel makes this much easier to do, and I created a spreadsheet for this purpose (along with part one and part two instruction guides). […]

Harry Teder

Thank you for the spreadsheet- just what I’ve been looking for.
Question: is there a reasonable way to include the commission in the cost basis?


To keep things simple, I’d just include the total cost of the commissions (fees for buying and selling) into the cost basis. For example, if I buy IBM, it costs me $9.95. It will also cost me $9.95 to trade the shares eventually when I want to sell them, assuming my plan is to sell them all at once, and the commissions for selling are the same as for buying. So, I’d include $19.90 into the cost basis when I fill in the sheet for my purchase cost of IBM.

An automated version of my Portfolio vs. S&P 500 tracking spreadsheet | Experiments in Finance

[…] Before my site went down last week, I received an email from Jae Jun at Old School Value (a fellow value investing blogger) who took it upon himself to make an automated version of my portfolio tracker spreadsheet that I created when this site first launched (the original version’s here). […]

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Howdy just wanted to give you a quick heads up and let you know a few
of the pictures aren’t loading properly. I’m not sure why but
I think its a linking issue. I’ve tried it in two different browsers
and both show the same results.