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Portfolio Return Calculator
Weighted return of a portfolio with up to 5 holdings.
Enter values to see your result
Frequently asked questions
Why weighted, not simple average?
A 50% holding that returns 10% contributes more than a 10% holding that returns 50%. Simple average ignores weights — weighted reflects actual portfolio impact.
What if weights don't sum to 100%?
Calculator still computes but the return becomes meaningless. Normalize weights first (divide each by total).
Should I use market weights or cost basis?
Current market value weights give realistic portfolio return. Cost basis weights work for lifetime ROI analysis.
How to annualise portfolio return?
Use XIRR if holdings were bought at different times. Simple weighted average only works if all holdings have the same time frame.