---
title: "Portfolio Performance"
url: https://investbymodel.com/glossary/portfolio-performance/
description: "Aggregate change of positions including interest and dividends, before expenses. Quoted from /Legal/Pricing/ (Invest By Model, 2008-2011)."
published: 2026-08-10
updated: 2026-08-10
---

# Portfolio Performance

Published 2026-08-10

Performance and Pricing

Portfolio performance includes the aggregate change of positions and includes interest and dividends earned. Performance does not include transaction expense or research expense.

The closing value of the portfolio is recorded each day and is compared over various time periods to express performance.

## Where this appeared

- [/Legal/Pricing/](https://investbymodel.com/Legal/Pricing/) — security pricing page, 2011
- [Letter P of the A–Z index](https://investbymodel.com/glossary/#letter-p)
- [All 27 terms](https://investbymodel.com/glossary/)

Quoted from [/Legal/Pricing/](https://investbymodel.com/Legal/Pricing/) as published between 2008 and 2011. [Return to the front page](https://investbymodel.com/)