If your business makes investments in equipment and employee benefit contributions, you may need to track the average annual rate of return over a span of time for financial reporting obligations.

If your expected return on the individual investments in your portfolio is known or can be anticipated, you can calculate the portfolio's overall rate of return using Microsoft Excel.

What I am trying to do is to create an Excel spreadsheet that has all of these transactions listed and be able to calculate my rate of return for all of my investments.

Calculating CAGR or Compound Annual Growth Rate in Microsoft Excel is super easy. You will have to use the RRI function to get the job done.

Required rate of return (RRR) gives investors a benchmark to determine the minimum acceptable return on an investment considering the risk involved. By calculating RRR, investors can assess ...