Graph of my investment performance not working the way I would imagine...

Question

When charting my investment performance compared to the SP500 over the past 12 months, shouldn't both lines start at a common point?  No matter what date range I use, a common starting point is never used.

Jim_Harman · Accepted Answer

Are you referring to the Growth of $10,000 chart? In that chart, the calculation starts on the specified starting date but the first data point is last day of that month.

Try using the last day of the previous month as the starting date. For YTD, set the starting date to 12/31/21.

Robert Arrington · Accepted Answer

Wow...you are correct...Thank You.   Now my question is "how did you figure that out"?:)