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Annual Returns

The Annual Returns page displays information in three sections: VAMI vs Benchmark, Annual Returns and the data box at the bottom.

:: Steve G

You have a great site and I will be referring other traders who are looking for this type of information. I will be back in future if the services I am using do not perform to expectation and I will not trade another service until I check it out on your site."

:: Reports Menu
Intro Personalization
Section 1 Annual Returns
Section 2 Monthly Returns
Section 3 Trading Strategies
Section 4 Monthly Analysis
Section 5 Gains & Losses
Section 6 Trade Parameters
Section 7 Ratios & Indexes
Section 8 Summary
Glossary Glossary
 
:: VAMI vs Benchmark

This section graphs the performance of the service as measured by the Value Added Monthly Index (VAMI) against the performance of the selected benchmark. The VAMI is a very simple way of assessing a service's results, as it measures the performance of a hypothetical investment of $1,000 over time.

You can also select a different time period by clicking on the appropriate button. When you do, the results for both the service and the benchmark are recalculated and displayed for that period, so you can accurately compare the performance of one with the other.
 
:: Percentage Annual Return 

The service's percentage annual return is based on the change in value of the VAMI. The value of the VAMI begins with a hypothetical $1,000 investment. This amount is then compounded using the service's monthly returns from January through to December. The actual percentage change in the value of the VAMI from one year to another gives the Annual Return of the service.
 
:: Data Box

The Data Box at the bottom of the page gives the VAMI and Annual Percentage Return values for both the service and the benchmark. As the results are recalculated, so these values will also change.

And just below the data-box is the Annualized Return for the current year. This is the annual return that the service could be expected to make if it maintains the same rate of performance for the rest of the year that it has achieved to date.