Investment performance: What is the best way to measure it?


Investment performance is obviously a big issue for every investor. After all, you want to know that your investments are working as hard as possible for you.

Kimberly Clouse, Chief Client Advocate and Chair of Covestor’s Advisory Board, talks about the best ways to measure investment performance in the latest installment of Covestor Radio, a show about money milestones and investing for your future.

Clouse discusses some ways that investors can gauge the investment performance of their portfolios. Some common metrics include time-weighted returns and dollar-weighted returns, for example.

She covers how they work to clear up any investor confusion over these technical terms. Also, Clouse reminds investors to keep their eye on the big picture and focus on how close they are to reaching their financial goals.

Clouse’s full appearance on Covestor Radio is embedded below:

For more on Covestor’s services, visit or try a free trial.