Year-to-date

Year-to-date (YTD) in the field of finance refers to the period from the beginning of the year to the current point in time. A fiscal year usually starts on January 1st, whereas the start of a fiscal year can vary depending on the business or organization. YTD can be used in many contexts, but mainly to show the results of an activity between a date and the start of the business or fiscal year.

In a financial context, YTD is used to present the success or performance of a business unit in the annual financial statements . By displaying the current YTD, owners, managers and stakeholders are able to compare the company's current performance with that from previous periods.

example

The YTD price of a share is 7%. That is, the share price has risen 7% since January 1 to date.

Month-to-date and quarter-to-date

According to year-to-date, month-to-date (MTD) and quarter-to-date (QTD) are also used. It is the period from the beginning of the current month / quarter to the current point in time.

Year-over-year (YOY), Year-to-Year

The year -over-year (YOY), year-to-year comparison is the comparison of a value determined for a specific year with the corresponding value of one or more previous years.