company shares

This page shows the performance of the company shares (RSU’s and shares purchased under my company’s ESPP program).

The chart below shows the invested amount, total share value, the capital gain or loss and the quarter on quarter increase or decrease in capital gain.

Below you see the gain in a waterfall chart (quarter on quarter):

Same type of chart, but month on month.

Month on month, but now in a standard line chart.

Another interesting measure to track is the monthly time-weighted return (TWR), which is a measure of the rate of growth in a portfolio.  It’s a method that eliminates the distorting effects on growth rates created by inflows and outflows of money.