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 |