I wonder how you calculate your returns in CHF for your own recurring investments in other currencies considering currency fluctuations.
What is a practical way to calculate returns that involve regular conversions from CHF to the currency the product is bought in? Do you have a tool for that or a spreadsheet formula?
Foreign brokers and RoboAdvisors tend to show total performance in their home currency or in the product’s currency. At least DeGiro CH does it per investment.
BTW, I know this must have been asked before, but I haven’t found anything concrete on the matter. I’ve checked this:
Well, you can, but I don’t see what is to benchmark here. Both are based on different passive indices, they will have different performance because they have different underlyings. But you can’t say that one is better than another, because their development is what it is.
VT is basically MSCI ACWI IMI, so you can use that index to benchmark instead of VT.
I haven’t usef it, but some other members here use it → https://fastgraphs.com/ you can test it for free for 7 days to see if it fullfills your needs.
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