Weighted return across holdings. The Portfolio Return Calculator takes weight of holding 1, return of holding 1, weight of holding 2, return of holding 2, weight of holding 3, return of holding 3 and returns weighted portfolio return plus total weight (should be 100). Results update as you type, and the formula is shown under the result so you can repeat it in your own spreadsheet.
Investment maths is about comparing money at different points in time on a fair basis. Compound rates, discounting and annualised returns let you compare options of different sizes and durations. Use the worked example below to check the maths against your own figures.
How the Portfolio Return Calculator works
The return of a portfolio is the weighted average of its holdings' returns. Check the weights add up to 100%.
Worked example
With the example values (weight of holding 1 of 50%, return of holding 1 of 12%, weight of holding 2 of 30%, return of holding 2 of 7%, weight of holding 3 of 20%, return of holding 3 of 4%), the weighted portfolio return is 8.90%; total weight (should be 100) 100%. Change any figure above and the result updates immediately; use Copy results to paste the summary into a note or email.
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Frequently Asked Questions
How is weighted portfolio return calculated?
portfolio return = ∑ weighti × returni.
Which figures do I need?
Weight of holding 1, return of holding 1, weight of holding 2, return of holding 2, weight of holding 3, return of holding 3. Take them from the same period and the same set of accounts or reports so the ratio is consistent, and check the example values as a guide to the units expected.
Does the calculator account for taxes and fees?
Only where there is an input for them. For a true net return, add fees and taxes to your inputs or use the stock and crypto profit calculators, which include them.
