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

Robert Arrington

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

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

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

Jim_Harman

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

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

Jim_Harman

I was confused by the same issue a while back so I experimented. Also @Gary R asked a similar question just recently, which refreshed my memory.

It is also confusing because Quicken chooses the interval to use for the data points somewhat arbitrarily. 

And before you spend too much time with the Growth of $10,000, please review and vote on this Idea post.
https://community.quicken.com/discussion/7905946/improve-growth-of-10-000-calculation-so-it-does-not-overstate-returns-with-purchases-or-sales