MTD YTD QTD MAT Definition&
SQL(ORACLE)
Month-To-Date (MTD) is a
period starting at the beginning of the current month and ending at
the current date. Month-to-date is used in many contexts, mainly
for recording results of an activity in the time between a date
(exclusive, since this day may not yet be "complete") and the
beginning of the current month.
In the context of finance, MTD is often
provided in financial statements detailing the performance of a
business entity. Providing current MTD results, as well as MTD
results for one or more past months as of the same date, allows
owners, managers, investors, and other stakeholders to compare the
company's current performance to that of past periods.
MTD describes the return so far this
quarter. For example: the month to date return for the stock is 8%.
This means from the beginning of the current month until the
current date, stock has appreciated by 8%.
Comparing MTD measures can be
misleading if not much of the month has occurred, or the date is
not clear. MTD measures are more sensitive to early changes than
late changes.
Example: MTD Factory Orders for January
20th
Order January
2nd----- 80,000 lbs
Order January
13th---- 40,000 lbs
_______
MTD
Shipments 120,000
lbs
Quarter-To-Date (QTD) is a period starting at the
beginning of the current quarter and ending at the current date.
Quarter-to-date is used in many contexts, mainly for recording
results of an activity in the time between a date (exclusive, since
this day may not yet be "complete") and the beginning of either the
calendar or fiscal quarter.
In the context of finance,
QTD is often provided in financial statements detailing the
performance of a business entity. Providing current QTD results, as
well as QTD results for one or more past quarters as of the same
date, allows owners, managers, investors, and other stakeholders to
compare the company's current performance to that of past
periods.
QTD describes the return so
far this quarter. For example: the quarter to date (quarter) return
for the stock is 8%. This means from the beginning of the current
quarter until the current date, stock has appreciated by
8%.
Comparing QTD measures can
be misleading if not much of the quarter has occurred, or the date
is not clear. QTD measures are more sensitive to early changes than
late changes.
Example: QTD Outgoing Shipments for March 3rd
January Shipments-----
800,000 lbs
February Shimpments---750,000 lbs
March Shipmnets-------50,000 lbs
_________
QTD Shipments1,600,000 lbs
Year-to-dateis a period, starting on a date which depends upon the country and the purpose, which is not more than one calendar year ago and ending on the day in question (e.g., today). Dates on which a year is deemed to start for this purpose include [UKcorporation tax and government financial statements), and 6 April (UKfiscal year for personal tax and benefits). Year-to-date is used in many contexts, mainly for recording results of an activity in the time between a date (exclusive, since this day may not yet be "complete") and the beginning of either the calendar or fiscal year.
In the context offinance, YTD is often provided infinancial statementsdetailing the performance of abusiness entity. Providing current YTD results, as well as YTD results for one or more past years as of the same date, allows owners, managers,investors, and otherstakeholdersto compare the company's current performance to that of past periods. Employees' income tax may be based on total earnings in the tax year to date.
YTD describes the return so far this year. For example: the year to date (ytd) return for the stock is 8%. This means from 1st of January of current year to date, stock has appreciated by 8%.
Another example: the year to date (ytd) rental income of a property (whose Fiscal Year End is3/31/09) is $1000.00 as of 06/30/08. This means that the property brought in $1000.00 of rental income during the period 04/01/08 through 06/30/08 (= the ytd period for the property).
Comparing YTD measures can be misleading if not much of the year has occurred, or the date is not clear. YTD measures are more sensitive to early changes than late changes. Contrast YTD with the concept of 12-months-ending (orYear-ending), which are more resistant to seasonal influences.
Example: to calculate Year-To-Date Invoicing for a company, invoice totals for each previous month of the current year are added to total invoices for the current month to date.
Example: YTD Invoicing report for May 3rd
January Invoices-----$ 35,000
February Invoices----40,000
March Invoices-------25,000
April Invoices-------45,000
May Invoices---------5,000
_______
YTD Invoices150,000
Alternate method:
1st Quarter Invoices-----$ 100,000
April Invoices-----------45,000
May Invoices-------------5,000
_______
YTD Invoices150,000
If an employee is taxed based on pay during the year to date, the total tax due as of the end of week 33 of the tax year is calculated on total pay from the beginning of week 1 until the end of week 33; tax payable for that week will be this total tax minus tax already paid.
Year Over Year - YOYA method of uating two or more measured events that compares the results of measurement at one time period with those from another time period (or series of time periods), on an annualized basis. Year-over-year comparisons are a popular way to uate the performance of investments. Any measurable events that recur annually can be compared on a year-over-year basis - from annual performance, to quarterly performance, to daily performance.