Holding Period Return (HPR) is a fundamental measure of the total return earned on an investment over the specific period for which it is held — from the date of purchase to the date of sale or valuation — expressed as a percentage of the initial investment cost. HPR captures all sources of return during the holding period, including capital appreciation (or depreciation), dividends, interest income, and any distributions received. The formula is: HPR = (Ending Value − Beginning Value + Income Received) ÷ Beginning Value × 100. HPR does not annualise the return — for comparing investments held over different time periods, the Annualised HPR (using geometric compounding) or CAGR is more appropriate. For investors on Ventura Securities tracking portfolio performance, comparing stock returns across different holding periods, or evaluating the actual realised return on a completed trade, HPR is the most straightforward and accurate measure of investment outcome — forming the basis for more complex performance metrics including time-weighted return (TWR) and money-weighted return (MWR).
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