Portfolio Rate of Return Calculator

Enter return, individual weight

  
  

How does the Portfolio Rate of Return Calculator work?

Given a portfolio of individual assets with returns and weights, this calculates the total portfolio rate of return.
This calculator has 1 input.

What 1 formula is used for the Portfolio Rate of Return Calculator?

  1. Weighted Return = (IR x IW)

For more math formulas, check out our Formula Dossier

What 4 concepts are covered in the Portfolio Rate of Return Calculator?

asset
Resources of value in accounting. Land, Equipment, Cash are examples
portfolio rate of return
the ratio of the net gain or loss (which is the total of net income, foreign currency appreciation and capital gain, whether realized or not) which a portfolio generates, relative to the size of the portfolio
return
a performance measure used to evaluate the efficiency of an investment or compare the efficiency of several investments.
weight
the measure of how heavy an object is



Portfolio Rate of Return Calculator Video