Change Quarter To Date In Percent
Returns the percentage change from the first trading day of the current calendar quarter.
Syntax
=ChangePercentQTD(Symbol)Examples
=ChangePercentQTD("AAPL")When to Use
Quarterly performance comparison, QTD return analysis
When NOT to Use
| Need dollar change | ChangeQTD() |
Common Issues & FAQ
Why am I getting "NA"?
Check that the symbol is valid and has sufficient trading history for the requested period.
Are returns price-only or total return?
These are typically price returns. Dividend-adjusted returns may differ.
Related Formulas
More MarketXLS MarketXLS Analytics formulas you can use in the same worksheet:
- Change Week To Date
- Change Week To Date In Percent
- Change Year To Date
- Custom Beta Between Two Dates In Past
- Custom Beta Fifteen Days
- Custom Beta Five Years
- Custom Beta Nine Months
- Custom Beta One Year
See ChangePercentQTD used in a complete workbook: Stagflation Portfolio Dashboard Excel: Defensive Tilt and Real Asset Sleeve for May 2026
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