Performance

Performance Across the Hierarchy

AssetView computes historic, current, and projected gains, income, rates of return and multiples-on-money for all levels of the AssetView portfolio hierarchy. Please see Portfolio Hierarchy for detail of the AssetView hierarchy.

XIRR

AssetView uses XIRR, a time-based cash flow calculation of internal rate of return, to allow you to compare returns across disparate assets and asset classes; AssetView refers to the XIRR calculation as a vXIRR (virtual XIRR) in cases where a reasoned assumption is made for the liquidation value of the asset.

MOM

AssetView uses MoM, multiple on money or multiple on invested capital, to measure investment performance. The calculation is: (position value plus distributions)/contributions.

Profit Potential

AssetView uses a Profit Potential figure to show how an asset is performing. The figure is a combination of realized gains and income with an unrealized gain. The unrealized gain is based on asset liquidation at either a market value (if known) or a liquidation value that AssetView employs from a recent transaction. In AssetView, Profit Potential = Realized Capital Gains + Income + Unrealized Capital Gains.

Performance Matrix

Near the bottom of each asset page is a performance matrix that shows you asset performance across all AssetView modes.