### Rate of Return on Portfolio Value

Posted:

**Sun Jul 21, 2019 4:38 pm**Hi,

I started a brand new tax deferred investment with $25k invested annually, with 7% growth rate and 4% inflation.

I would expect that at the end of the second year the portfolio value is $52,272.50 however the detailed view amount at the end of year 2 is $50,775.

Same applies for all other years.

Also I have tax free investment that is also not showing the correct portfolio value meaning adjusted for the rate of return.

Could you please let me know what is the exact calc that is being used to derive the portfolio value for each taxable, tax-free, and tax deferred accounts?

Thanks,

I started a brand new tax deferred investment with $25k invested annually, with 7% growth rate and 4% inflation.

I would expect that at the end of the second year the portfolio value is $52,272.50 however the detailed view amount at the end of year 2 is $50,775.

Same applies for all other years.

Also I have tax free investment that is also not showing the correct portfolio value meaning adjusted for the rate of return.

Could you please let me know what is the exact calc that is being used to derive the portfolio value for each taxable, tax-free, and tax deferred accounts?

Thanks,