Post #3134 by zeelotes on the Mechanical Investing board

Investment Strategies / Mechanical Investing

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Jim wrote: File name dated Feb 14: seems OK

I'm afraid not. The return fields are off for 13-Wk, 26-Wk and YTD. Here is a comparison between my calculations and what they have released.

          1-Wk    4-Wk    13-Wk  26-Wk  YTD     1-Year  3-Year  5-Year  10-Year  2024    2023  2022     2021    2020
VL Calc   -1.84%  -3.91%  5.99%  5.99%  5.99%   29.50%  11.39%  25.88%  24.69%   31.61%  49%   -26.40%  34.65%  81.87%
Zee Calc  -1.84%  -3.91%  1.87%  8.61%  -9.20%  30.70%  11.86%  23.93%  23.87%   34.46%  49%   -26.51%  33.81%  80.71%

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