Portfolio Return Calculator

Use our free portfolio return calculator to compute the weighted average return of your entire investment portfolio. Enter up to 5 investments with their amounts and returns to see the blended portfolio return.

Financial

Currency

Investment 1 - Amount

Investment 1 - Return (%)

Investment 2 - Amount

Investment 2 - Return (%)

Investment 3 - Amount

Investment 3 - Return (%)

Investment 4 - Amount

Investment 4 - Return (%)

Investment 5 - Amount

Investment 5 - Return (%)

Formula

Portfolio return is the weighted average return of all investments in a portfolio. This calculator shows how each investment contributes to the overall performance based on its weight in the portfolio.

Portfolio Return = Î£(Weight_i Ã— Return_i)

Percentage: The percentage value you want to apply

Number: The original number or value

Result: The calculated result

How It Works

1Enter up to 5 investments with their dollar amounts.
2Enter the return percentage for each investment.
3The calculator computes each investment's weight in the portfolio.
4See the weighted average portfolio return.

Examples

$50k at 10%, $30k at 8%, $20k at 5%

1.Total = $100,000
2.Weighted = (50%Ã—10%) + (30%Ã—8%) + (20%Ã—5%)
3.Portfolio return = 5% + 2.4% + 1% = 8.4%

Result: 8.40%

Frequently Asked Questions

The weighted portfolio return is the sum of each investment's return multiplied by its weight (proportion of total portfolio). It reflects how the overall portfolio performed.

Weighted returns give an accurate picture of portfolio performance because larger investments have a greater impact on overall returns.

Yes, if more investments are losing money than gaining, or if the losing investments have larger weights, the portfolio return can be negative.

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Portfolio Return Guide

CalculateMe Team

Last updated: 2026-07-16

Frequently Asked Questions

The weighted portfolio return is the sum of each investment's return multiplied by its weight (proportion of total portfolio). It reflects how the overall portfolio performed.

Weighted returns give an accurate picture of portfolio performance because larger investments have a greater impact on overall returns.

Yes, if more investments are losing money than gaining, or if the losing investments have larger weights, the portfolio return can be negative.

Portfolio Return Calculator

Formula

How It Works

Examples

$50k at 10%, $30k at 8%, $20k at 5%

Frequently Asked Questions

What is weighted portfolio return?

Why use weighted returns?

Can portfolio return be negative?

Related Calculators

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Portfolio Return Calculator

Formula

How It Works

Examples

$50k at 10%, $30k at 8%, $20k at 5%

Frequently Asked Questions

What is weighted portfolio return?

Why use weighted returns?

Can portfolio return be negative?

Related Calculators

Related Articles