Year to Date (YTD) Template

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Year to Date (YTD) Template

This Year to Date (YTD) template will guide you on how to calculate the year to date return on a portfolio or a stock for different end dates.

Here is a screenshot of the template:

Year to Date (YTD) Template Screenshot

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What is Year to Date (YTD)?

Year to Date (YTD) refers to the period from the beginning of the current year to a specified date before the yearend. In other words, year to date is based on the number of days from the beginning of the calendar year (or fiscal year) up until a specified date. It is commonly used in accounting and finance for financial reporting purposes.

The YTD formula can be applied to any situation in which an individual wants to measure the change in value from the beginning of the year to a specified date. For example, instead of calculating the YTD on a portfolio, the formula can be used to calculate the YTD on sales figures, company costs, earnings, stock returns, bond returns, etc.

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Below is a break down of subject weightings in the FMVA® financial analyst program. As you can see there is a heavy focus on financial modeling, finance, Excel, business valuation, budgeting/forecasting, PowerPoint presentations, accounting and business strategy.

 

Financial Analyst certification curriculum

 

A well rounded financial analyst possesses all of the above skills!

 

Additional Questions & Answers

CFI is the global institution behind the financial modeling and valuation analyst FMVA® Designation. CFI is on a mission to enable anyone to be a great financial analyst and have a great career path. In order to help you advance your career, CFI has compiled many resources to assist you along the path.

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