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Watchlist: Better ways to measure portfolio performance

The best part about launching the new Watchlist less than six months ago has been getting all the feedback from you, the readers and users of GlobeInvestor.com.



A few weeks ago, we asked for suggestions on another round of improvements. We received well over 100 suggestions, the vast majority of them very detailed and thoughtful.



The clear priority for many people was better views of performance data, both short-term and long-term.

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So we've added a new view called Per Cent Performance for stocks and ETFs. This view makes it easy to find five-day, year-to-date and one-year per cent changes.

In the Per Cent Performance view, we've also added fields for one-month, three-year, five-year and 10-year change. Periods older than one year are shown as compound annual growth rates.



For funds, we have two new performance-data views called Cumulative Change and Cumulative Return.

Cumulative Change contains short-term performance numbers, such as five-day, month-to-date, one-month, three-month, six-month, year-to-date and one-year change.

Cumulative Return contains longer-term annual performance numbers, such one-year, three-year, five-year, 10-year, 15-year and 20-year change.

In summary, we've added many new data fields to funds in Watchlist so that all the data fields in the old-style Fundlists are now found in the Watchlist.



There are more improvements and new features to come, so please keep your feedback and suggestions coming. Either leave a comment on this blog or email globeinvestor@globeandmail.com.

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Thanks,



Scott Adams

Executive Editor

Report on Business



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About the Author
Executive Editor, Report on Business

Scott Adams is the executive editor for Report On Business and Globe Investor. He was previously the managing editor of Globe Investor. He has been a business journalist for more than 10 years, worked as an associate analyst on Bay Street and has been with The Globe and Mail since 2007. More

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