{"id":1149,"date":"2025-01-17T02:39:05","date_gmt":"2025-01-17T02:39:05","guid":{"rendered":"https:\/\/diversiview.online\/help\/?p=1149"},"modified":"2025-03-14T00:12:27","modified_gmt":"2025-03-14T00:12:27","slug":"selecting-your-preferred-calculation-method-for-expected-return","status":"publish","type":"post","link":"https:\/\/diversiview.online\/help\/selecting-your-preferred-calculation-method-for-expected-return\/","title":{"rendered":"Selecting Your Preferred Calculation Method For Expected Return"},"content":{"rendered":"\n<p>Your preferred calculation method for expected return will be used when Diversiview calculates your portfolio&#8217;s performance. Changing the calculation method for expected return will apply for calculations for new analyses only. Old analyses will not be affected.<\/p>\n\n\n\n<p>In Diversiview, we use two methods to calculate the expected return of an investment:<\/p>\n\n\n\n<ul>\n<li><strong>Expected Return (Historical):<\/strong><\/li>\n\n\n\n<li><strong>Expected Return (CAPM):<\/strong><\/li>\n<\/ul>\n\n\n\n<p>To learn the differences in the calculation methods, <a href=\"https:\/\/diversiview.online\/help\/?p=1156\">click here<\/a>.<\/p>\n\n\n\n<p>You can easily select your preferred calculation method for expected return in Diversiview in a few quick steps.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:25px\"><strong>1. Locate the Settings<\/strong>:<\/h2>\n\n\n\n<ul>\n<li>You can find your Settings in the drop-down menu next to your profile name in the top right-hand corner of your dashboard.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-15-1024x576.png\" alt=\"Adjust your user settings in Diversiview.\" class=\"wp-image-855\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-15-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-15-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-15-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-15.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:25px\"><strong>2. Select Your Preferred Calculation Method for Expected Return:<\/strong><\/h2>\n\n\n\n<ul>\n<li>In your Settings page, in the Profile section, select your preferred calculation method for expected return from the drop-down menu and and click <img loading=\"lazy\" decoding=\"async\" width=\"80\" height=\"32\" class=\"wp-image-1023\" style=\"width: 80px;\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Update-button.png\" alt=\"Update button in Diversiview\">.<\/li>\n\n\n\n<li>Your preferred calculation method for expected return is what your Analysis Report will use to measure your portfolio&#8217;s performance.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/02\/Diversiview-Help-Getting-Started-7-1024x576.png\" alt=\"Your preferred calculation method for expected return in Diversiview.\" class=\"wp-image-1202\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/02\/Diversiview-Help-Getting-Started-7-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/02\/Diversiview-Help-Getting-Started-7-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/02\/Diversiview-Help-Getting-Started-7-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/02\/Diversiview-Help-Getting-Started-7-1536x864.png 1536w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/02\/Diversiview-Help-Getting-Started-7-2048x1151.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Ready to calculate your portfolio&#8217;s expected return? <a href=\"https:\/\/diversiview.online\/login\">Log in<\/a> or <a href=\"https:\/\/diversiview.online\/register\">sign up<\/a> to your account today to start analysing and optimising your investment portfolio.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Your preferred calculation method for expected return will be used when Diversiview calculates your portfolio&#8217;s performance. Changing the calculation method [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_seopress_robots_primary_cat":"none","_seopress_titles_title":"Selecting Your Preferred Calculation Method For Expected Return | Diversiview Help","_seopress_titles_desc":"Learn how you can easily select your preferred calculation method for expected return in Diversiview in a few quick steps.","_seopress_robots_index":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[59,61,5],"tags":[],"_links":{"self":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/1149"}],"collection":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/comments?post=1149"}],"version-history":[{"count":10,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/1149\/revisions"}],"predecessor-version":[{"id":1412,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/1149\/revisions\/1412"}],"wp:attachment":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/media?parent=1149"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/categories?post=1149"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/tags?post=1149"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}