How do you calculate your return in CHF over time?

[yetanothername]

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:

How to optimally calculate return / compound interest

Check CAGR that’s the metric used. But this is a backward looking metric (you can only compute it after the fact), there’s no guarantee for equity investment to have specific returns (you can see historical returns, but they don’t promise anything and have large variations)

[Burningstone]

I use Portfolio Performance to measure the performance of my investments and the total portfolio.

Fantastic tool imo and free to use. It also supports importing transactions from many brokers/banks, e.g. VIAC.

[yetanothername]

@Burningstone

I use Portfolio Performance to measure the performance of my investments and the total portfolio

You know, I’ve actually used this tool a long while ago but completely forgot about it. Thanks for the reminder.