This portfolio return calculator finds the overall return of a portfolio as the weighted average of each holding’s return. Enter each asset’s weight and return above.
Formula
Portfolio return = Σ ( weightᵢ × returnᵢ )
Example
60% stocks at 10%, 40% bonds at 4%: return = 0.6×10 + 0.4×4 = 7.6%.
Good to know
These results are estimates for educational purposes only and are not financial advice. Rates, fees, and terms vary — confirm figures with a licensed professional before making decisions. Last updated: August 2026.
Frequently Asked Questions
How do I calculate portfolio return?
Multiply each holding’s weight by its return and add them up for the weighted average.
Do the weights need to add to 100%?
Yes. The weights are each asset’s share of the portfolio and should total 100%.
Does this account for risk?
No. It gives the expected return; risk needs measures like standard deviation or beta.