Index Comparison Portfolio Template
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CompanySharesCost BasisPriceChangeBook ValueMKT ValueP&L
Simple Return
Total ReturnEYP/ECurrent EPSNet EarningsDividendNet Div.Div. Yield
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VTI#DIV/0!#DIV/0!$144.580.35 (0.24%)$18,500.00#DIV/0!#DIV/0!#DIV/0!#DIV/0!4.61%21.7$6.66#DIV/0!$0.001.94%
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VTI DCA174$106.21$144.580.35 (0.24%)$18,500.00$25,183.92$6,683.9236.13%36.82%4.61%21.7$6.66$1,160.55$128.361.94%
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Current Portfolio
$0.00#DIV/0!#DIV/0!#DIV/0!#DIV/0!
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Buying Equivalent Amount of VTI
Regular DCA Each Month Scenario into VTI
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DateSymbolBuy/SellBuying TotalPriceQuantityDividendDiv TotalDateSymbolBuy/SellBuying TotalPriceQuantityDividendDiv Total
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VTIBuy$1,500.00#DIV/0!1/1/2015VTIBuy$1,541.67$105.9414.6
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VTIBuy$1,500.00#DIV/0!2/1/2015VTIBuy$1,541.67$104.3114.8
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VTIBuy$1,500.00#DIV/0!3/1/2015VTIBuy$1,541.67$109.7114.1
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VTIBuy$1,500.00#DIV/0!4/1/2015VTIBuy$1,541.67$107.0114.4$0.508$22.04
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VTIBuy$1,500.00#DIV/0!5/1/2015VTIBuy$1,541.67$108.9614.1
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VTIBuy$1,500.00#DIV/0!6/1/2015VTIBuy$1,541.67$109.5914.1
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VTIBuy$1,500.00#DIV/0!7/1/2015VTIBuy$1,541.67$107.7214.3$0.468$40.25
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VTIBuy$1,500.00#DIV/0!8/1/2015VTIBuy$1,541.67$108.4514.2
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VTIBuy$2,000.00#DIV/0!9/1/2015VTIBuy$1,541.67$99.3115.5
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VTIBuy$1,500.00#DIV/0!10/1/2015VTIBuy$1,541.67$98.9015.6$0.508$66.07
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VTIBuy$1,500.00#DIV/0!11/1/2015VTIBuy$1,541.67$107.8914.3
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VTIBuy$1,500.00#DIV/0!12/1/2015VTIBuy$1,541.67$108.1814.3
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TOTAL$18,500.00#DIV/0!$0.00TOTAL$18,500.00174$128.36
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