Total Return

This is the total amount of money you have made (or lost) through Hatch. It takes into account every deposit, withdrawal, fee, dividend, US tax payment and all returns you've made from your shares (both realised and unrealised). 

How we calculate it

Current portfolio value - (Total deposits + dividends + returns - fees - US tax - withdrawals) = total return

Portfolio return

This is the amount your current portfolio has increased or decreased in value. 

How we calculate it:

Current value - total paid for the shares = portfolio return

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