Portfolio Return Calculator – Weighted Average Return
Calculate the weighted average return of your portfolio. Enter each holding's amount and return percentage. The calculator shows the overall portfolio return and the weight of each asset. Free, no sign-up.
Portfolio Return Calculator
Calculate the weighted average return of your portfolio. Enter each holding's amount and return percentage. The calculator shows the overall portfolio return.
How the portfolio return formula works
Portfolio Return = Σ (weight_i × return_i)
where weight_i = amount_i / total portfolio value. Each holding's contribution to the overall return is proportional to its share of the portfolio.
Understanding portfolio return and weighted averages
When you hold multiple investments—stocks, bonds, mutual funds, real estate—your overall return is not the simple average of each asset's return. It is the weighted average: each asset's return is weighted by its share of your total portfolio. A 15% return on 70% of your portfolio has a much larger impact than a 15% return on 10% of it.
The portfolio return calculator helps you compute this blended return. You enter the current value (or invested amount) of each holding and its return as a percentage. The tool calculates the weight of each holding, multiplies weight by return, and sums to get the portfolio return. It also shows each holding's weight so you can see how your allocation affects the result.
This is useful for reviewing past performance: "What was my overall return last year?" You can also use it for planning: "If I allocate 60% to equities (expected 10%) and 40% to bonds (expected 4%), what is my expected portfolio return?" The answer is 0.6 × 10 + 0.4 × 4 = 7.6%. The calculator does not account for taxes, fees or rebalancing—use it as a baseline for understanding your blended returns.