Year to date SPY performance
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Richard26 июля 25 г. | Опубликовано в Общая
Why the SPY year-to-date performance shows only 4.16%. Should be 9.35% total return.
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Dmitry Shevchenko27 июля 25 г.
9.35% is SPY's performance in USD, but the portfolio in the screenshot is in Canadian dollars. So SPY’s return has been converted to CAD for an apples-to-apples comparison with the portfolio. In CAD, SPY’s performance appears lower and 4.16% seems about right.