All tools
Σ
Portfolio Return Calculator
Calculate a weighted portfolio return and see whether the entered weights total 100%.
Weighted portfolio return
7.3%Entered weights100%
Weight checkReady
Uses simple period returns. It does not account for cash flows, fees, taxes, or rebalancing.
About this tool
How it works
Multiplies each asset return by its percentage weight and sums the contributions.
A practical way to use it
Combine a 60% stock allocation and 40% bond allocation into one period return.
Use results as a practical aid, and verify important decisions against your own source data and qualified guidance.