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Portfolio Return Calculator

Calculate weighted portfolio return from asset weights and individual returns.

Also known as: calculate weighted portfolio return calculator, portfolio return calculator, calculate weighted portfolio return, investing finance, investing calculate weighted portfolio return

Inputs

Results update when you click Calculate Portfolio Return.

Portfolio return

6.20%

  • Asset 1 contribution4.80%
  • Asset 2 contribution1.20%
  • Asset 3 contribution0.20%

Weights sum

100.0%

Fully allocated

Breakdown

  • Asset 1
  • Asset 2
  • Asset 3
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What this result means

Calculate weighted portfolio return from asset weights and individual returns. Portfolio return = Σ(Weightᵢ × Returnᵢ) ÷ Σ Weights.

Assumptions

  • Rule dependency: Universal formula / market assumptions.
  • Optional fields use sensible defaults when left blank.

Weighted return

Portfolio return = Σ(Weightᵢ × Returnᵢ) ÷ Σ Weights.

Example

60% stocks at 8% + 30% bonds at 4% + 10% cash at 2% ≈ 6.2% portfolio return.

Frequently asked questions

Do weights need to total 100%?+

We normalize if they don't — but 100% allocation is clearest for planning.