Date Amount
12/31/14 -100,000.00 Your initial value of the shares in your portfolio
1/15/15 -3,000.00 You bought new shares
4/10/15 200.00 You received dividends
7/2/15 -1,500.00 You bought more shares
10/15/15 250.00 You received dividends
11/10/15 1,300.00 You sold some shares
12/31/15 110,000.00 Your final value of the shares in your portfolio
Using the XIRR function in Excel
= XIRR(values, dates)
XIRR = 7.02%
Note:
Your initial portfolio value and new shares bought - negative signs
Your final portfolio value, shares sold and dividends received - positive signs
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