Calculate the Average Cumulative Value of a Stock at a Specific Date.
Average Cumulative Value at Target Date:
$0.00
Understanding the ACVSD Calculator
The ACVSD (Average Cumulative Value at a Specific Date) calculator is a tool designed to help investors understand the overall performance of their stock holdings up to a particular point in time. It takes into account initial investments, subsequent purchases, and sales, as well as the current market value, to provide a comprehensive view of your investment's cumulative value. This metric is particularly useful for evaluating the long-term performance of a stock and making informed decisions about holding, selling, or reinvesting.
How the ACVSD is Calculated
The calculation involves several steps to accurately reflect the cumulative value:
Total Cost Basis: This is the sum of all money spent to acquire shares, including the initial investment and any subsequent purchases, adjusted for commissions or fees (though not explicitly included in this simplified calculator).
Total Cost Basis = (Initial Investment) + (Shares Bought * Acquisition Cost per Share)
Total Proceeds from Sales: This is the sum of all money received from selling shares, adjusted for commissions or fees.
Total Proceeds from Sales = (Shares Sold * Selling Price per Share)
Current Value of Remaining Shares: This represents the market value of the shares you currently hold.
Current Value of Remaining Shares = (Current Stock Price) * (Shares Bought – Shares Sold)
Cumulative Value at Target Date: This is the sum of the total proceeds from sales and the current value of the remaining shares. This represents the total capital you have realized plus the current market value of what you still hold.
Cumulative Value at Target Date = (Total Proceeds from Sales) + (Current Value of Remaining Shares)
Average Cumulative Value per Day: To understand the average growth per day, we divide the cumulative value by the number of days the investment has been held.
ACVSD = (Cumulative Value at Target Date) / (Number of Days Held)
The ACVSD metric provides a normalized view of your investment's performance over time, allowing for better comparison across different investment durations and strategies.
Use Cases for the ACVSD Calculator
Performance Tracking: Monitor how your investment is performing on average each day.
Investment Strategy Evaluation: Assess if your buy/sell decisions are contributing positively to the cumulative value.
Comparing Investments: While not a direct comparison tool for different assets, it helps in understanding the historical daily average growth of a single holding.
Long-Term Planning: Estimate potential future values based on historical average daily performance.
*Note: This calculator provides a simplified view. Real-world investment calculations may include dividends, capital gains taxes, and transaction fees, which are not factored into this basic model.*
function calculateACVSD() {
var stockPrice = parseFloat(document.getElementById("stockPrice").value);
var initialInvestment = parseFloat(document.getElementById("initialInvestment").value);
var sharesBought = parseFloat(document.getElementById("sharesBought").value);
var acquisitionCostPerShare = parseFloat(document.getElementById("acquisitionCostPerShare").value);
var sharesSold = parseFloat(document.getElementById("sharesSold").value);
var sellingPricePerShare = parseFloat(document.getElementById("sellingPricePerShare").value);
var targetDate = parseFloat(document.getElementById("targetDate").value);
var resultValueElement = document.getElementById("result-value");
var resultExplanationElement = document.getElementById("result-explanation");
// Input validation
if (isNaN(stockPrice) || stockPrice <= 0 ||
isNaN(initialInvestment) || initialInvestment < 0 ||
isNaN(sharesBought) || sharesBought < 0 ||
isNaN(acquisitionCostPerShare) || acquisitionCostPerShare <= 0 ||
isNaN(sharesSold) || sharesSold < 0 ||
isNaN(sellingPricePerShare) || sellingPricePerShare <= 0 ||
isNaN(targetDate) || targetDate sharesBought) {
resultValueElement.innerText = "Error";
resultExplanationElement.innerText = "Number of shares sold cannot be greater than the number of shares bought.";
return;
}
// Calculations
var totalCostBasis = initialInvestment + (sharesBought * acquisitionCostPerShare);
var totalProceedsFromSales = sharesSold * sellingPricePerShare;
var remainingShares = sharesBought – sharesSold;
var currentValueRemainingShares = stockPrice * remainingShares;
var cumulativeValue = totalProceedsFromSales + currentValueRemainingShares;
var acvsd = cumulativeValue / targetDate;
// Display result
resultValueElement.innerText = "$" + acvsd.toFixed(2);
resultExplanationElement.innerText =
"Calculation Breakdown:\n" +
"Total Cost Basis: $" + totalCostBasis.toFixed(2) + "\n" +
"Total Proceeds from Sales: $" + totalProceedsFromSales.toFixed(2) + "\n" +
"Current Value of Remaining Shares: $" + currentValueRemainingShares.toFixed(2) + "\n" +
"Cumulative Value at Target Date: $" + cumulativeValue.toFixed(2) + "\n" +
"ACVSD = Cumulative Value / Days Held = $" + acvsd.toFixed(2) + " per day";
}