Portfolio Return Calculator
Calculate weighted portfolio return
About this calculator
The Portfolio Return Calculator helps investors determine the weighted average return of their investment portfolio by considering both individual asset returns and their proportional allocations. This tool is essential for measuring overall portfolio performance, comparing different investment strategies, and making informed decisions about asset allocation. By calculating weighted returns, investors can accurately assess how each holding contributes to their total portfolio performance, enabling better investment planning and risk management.
How to use
Enter each asset or investment in your portfolio along with its individual return rate and the percentage or dollar amount allocated to that asset. The calculator will automatically compute the weighted contribution of each holding and provide your total portfolio return based on the proportional weight of each investment.
Frequently asked questions
What is a weighted portfolio return?
A weighted portfolio return is the average return of all investments in a portfolio, adjusted for the proportion each investment represents of the total portfolio value.
Why use weighted returns instead of simple averages?
Weighted returns provide accurate performance measurement because larger holdings have greater impact on overall portfolio performance than smaller positions, reflecting real investment outcomes.
How often should I calculate my portfolio return?
Calculate portfolio returns monthly or quarterly to track performance trends, rebalance allocations, and make informed investment decisions based on actual weighted performance data.