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Investors' Hangout | 06-Feb-2026 | Value Research
CAGR vs XIRR vs Rolling Returns: Which Matters?
Your portfolio may be doing better--or worse--than you think. It depends on what you're measuring. Watch Investors' Hangout to understand which metric matters.
As investors review their portfolios, they often encounter multiple return metrics—CAGR, XIRR, and rolling returns—each telling a different story about mutual fund performance. In this episode of Investors' Hangout, we break down how these investment return metrics work, why they differ, and how investors should interpret them while evaluating portfolio returns, SIP performance, and long-term investing outcomes. Join Dhirendra Kumar as he explains the context behind these numbers and helps investors understand how to read mutual fund returns, compare funds with benchmarks, and avoid common mistakes in portfolio review and financial planning—without relying on shortcuts or oversimplification.
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