How To: Review Expected vs Actual
Expected vs Actual lets you compare how an investment was projected to perform against what has actually happened so far. This view helps you quickly spot over-performance, under-performance, and timing differences.
What You’ll See
Expected Performance: The original projections (XIRR, Cash-on-Cash, Equity Multiple).
Actual Performance: Results based on real cashflows and distributions.
Variance: The gap between what was expected and what is happening today.
How to Review Expected vs Actual in PSVTracker
Go to the Performance page.
Select the Expected vs Actual view.
Review the displayed metrics to compare projections against real results.
Use the visual trends to understand whether performance differences are driven by timing or total returns.
Why It Matters
Quickly identify underperforming or outperforming investments
Understand whether delays are timing-related or structural
Make better decisions about holding, reinvesting, or reallocating capital
📽️ Watch the short demo below to see how Expected vs Actual performance is reviewed in PSVTracker.
