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Calculating Year to Date returns

  1. #1
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    Calculating Year to Date returns

    Hi guys,

    I'm just trying to calculate YTD (year-to-date) returns on a timeseries. Please see the excel file - Column A has the dates, Column B -the values.
    I've manually calculated the returns for 2009 and 2010, but I need to get a formula or vba code that will do this.
    A code that can detect the MOst RECENT date and divide the corresponding Column B value by the previous year end value (ie 31 Dec) to compute the return.

    Any suggestions?


    thanks
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    Last edited by Pasha81; 03-08-2010 at 08:01 AM.

  2. #2
    Forum Guru DonkeyOte's Avatar
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    Re: Calculating Year to Date returns

    Will be better methods...

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    Last edited by DonkeyOte; 03-08-2010 at 07:44 AM. Reason: typo in the 9.99

  3. #3
    Forum Guru DonkeyOte's Avatar
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    Re: Calculating Year to Date returns

    In retrospect I think the above is flawed (eg A2: 1-Jan-2009) so perhaps safer to reorder the LOOKUP

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  4. #4
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    Re: Calculating Year to Date returns

    Thanks Don! that works well

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