计算数据在此,
| monrthly return = | 0.0076987 | yearly return = | 1.096399 | |||
| month | contribution | cost basis | gain | after gain | ||
| 1 | 100 | 100 | 0.769875 | 100.7699 | ||
| 2 | 100 | 200.76987 | 1.545676 | 202.3156 | ||
| 3 | 100 | 302.31555 | 2.327451 | 304.643 | ||
| 4 | 100 | 404.643 | 3.115244 | 407.7582 | ||
| 5 | 100 | 507.75825 | 3.909102 | 511.6673 | ||
| 6 | 100 | 611.66735 | 4.709072 | 616.3764 | ||
| 7 | 100 | 716.37642 | 5.515201 | 721.8916 | ||
| 8 | 100 | 821.89162 | 6.327536 | 828.2192 | ||
| 9 | 100 | 928.21916 | 7.146124 | 935.3653 | ||
| 10 | 100 | 1035.3653 | 7.971015 | 1043.336 | ||
| 11 | 100 | 1143.3363 | 8.802257 | 1152.139 | ||
| 12 | 100 | 1252.1386 | 9.639898 | 1261.778 | ||
| 13 | 100 | 1361.7785 | 10.48399 | 1372.262 | ||
| 14 | 100 | 1472.2624 | 11.33458 | 1483.597 | ||
| 15 | 100 | 1583.597 | 12.19171 | 1595.789 | ||
| 16 | 100 | 1695.7887 | 13.05545 | 1708.844 | ||
| 17 | 100 | 1808.8442 | 13.92583 | 1822.77 | ||
| 18 | 100 | 1922.77 | 14.80292 | 1937.573 | ||
| 19 | 100 | 2037.5729 | 15.68676 | 2053.26 | ||
| 20 | 100 | 2153.2597 | 16.5774 | 2169.837 | ||
| 21 | 100 | 2269.8371 | 17.4749 | 2287.312 | ||
| 22 | 100 | 2387.312 | 18.37931 | 2405.691 | ||
| 23 | 100 | 2505.6913 | 19.29068 | 2524.982 | ||
| 24 | 100 | 2624.982 | 20.20907 | 2645.191 | ||
| 25 | 100 | 2745.1911 | 21.13453 | 2766.326 | ||
| 26 | 100 | 2866.3256 | 22.06712 | 2888.393 | ||
| 27 | 100 | 2988.3927 | 23.00688 | 3011.4 | ||
| 28 | 100 | 3111.3996 | 23.95388 | 3135.353 | ||
| 29 | 100 | 3235.3535 | 24.90817 | 3260.262 | ||
| 30 | 100 | 3360.2616 | 25.8698 | 3386.131 | ||
| 31 | 100 | 3486.1314 | 26.83884 | 3512.97 | ||
| 32 | 100 | 3612.9703 | 27.81534 | 3640.786 | ||
| 33 | 100 | 3740.7856 | 28.79936 | 3769.585 | ||
| 34 | 100 | 3869.585 | 29.79096 | 3899.376 | ||
| 35 | 100 | 3999.3759 | 30.79018 | 4030.166 | ||
| 36 | 100 | 4130.1661 | 31.7971 | 4161.963 | ||
| 37 | 100 | 4261.9632 | 32.81178 | 4294.775 | ||
| 38 | 100 | 4394.775 | 33.83426 | 4428.609 | ||
| 39 | 100 | 4528.6093 | 34.86462 | 4563.474 | ||
| 40 | 100 | 4663.4739 | 35.90291 | 4699.377 | ||
| 41 | 100 | 4799.3768 | 36.94919 | 4836.326 | ||
| 42 | 100 | 4936.326 | 38.00352 | 4974.33 | ||
| 43 | 100 | 5074.3295 | 39.06598 | 5113.395 | ||
| 44 | 100 | 5213.3955 | 40.13661 | 5253.532 | ||
| 45 | 100 | 5353.5321 | 41.21549 | 5394.748 | ||
| 46 | 100 | 5494.7476 | 42.30267 | 5537.05 | ||
| 47 | 100 | 5637.0503 | 43.39822 | 5680.448 | ||
| 48 | 100 | 5780.4485 | 44.50221 | 5824.951 | ||
| 49 | 100 | 5924.9507 | 45.6147 | 5970.565 | ||
| 50 | 100 | 6070.5654 | 46.73575 | 6117.301 | ||
| 51 | 100 | 6217.3011 | 47.86543 | 6265.167 | ||
| 52 | 100 | 6365.1666 | 49.00381 | 6414.17 | ||
| 53 | 100 | 6514.1704 | 50.15095 | 6564.321 | ||
| 54 | 100 | 6664.3213 | 51.30692 | 6715.628 | ||
| 55 | 100 | 6815.6282 | 52.4718 | 6868.1 | ||
| 56 | 100 | 6968.1 | 53.64564 | 7021.746 | ||
| 57 | 100 | 7121.7457 | 54.82852 | 7176.574 | ||
| 58 | 100 | 7276.5742 | 56.0205 | 7332.595 | ||
| 59 | 100 | 7432.5947 | 57.22167 | 7489.816 | ||
| 60 | 100 | 7589.8164 | 58.43208 | 7648.248 | ||
| 61 | 100 | 7748.2484 | 59.6518 | 7807.9 | ||
| 62 | 100 | 7907.9002 | 60.88092 | 7968.781 | ||
| 63 | 100 | 8068.7812 | 62.11951 | 8130.901 | ||
| 64 | 100 | 8230.9007 | 63.36762 | 8294.268 | ||
| 65 | 100 | 8394.2683 | 64.62535 | 8458.894 | ||
| 66 | 100 | 8558.8936 | 65.89276 | 8624.786 | ||
| 67 | 100 | 8724.7864 | 67.16992 | 8791.956 | ||
| 68 | 100 | 8891.9563 | 68.45692 | 8960.413 | ||
| 69 | 100 | 9060.4133 | 69.75383 | 9130.167 | ||
| 70 | 100 | 9230.1671 | 71.06072 | 9301.228 | ||
| 71 | 100 | 9401.2278 | 72.37767 | 9473.605 | ||
| 72 | 100 | 9573.6055 | 73.70477 | 9647.31 | 1.339904 |
