Portfolio Return Calculator
Calculate the weighted average return of a stock and asset portfolio.
Calculator Inputs
Financial Disclaimer
Information provided on WealthMaze is for educational purposes only. All return calculations are estimates based on user inputs. Not financial advice.Calculation Output & Analysis
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Educational Guides & Related Articles
3Related Calculators
6How Portfolio Return Calculations Work
Our Portfolio Return Calculator determines your weighted average return. A portfolio is rarely comprised of a single asset. To calculate your aggregate portfolio return, you cannot take a simple average of the individual returns unless you hold equal values in each asset. Instead, you must calculate a weighted average, where each asset's return is multiplied by its proportion (weight) in the overall portfolio.
Frequently Asked Questions (FAQ)
Why must weights sum to 100%?
Weights represent the percentage distribution of your capital. The calculator normalizes the inputs so that they represent proportions of whatever total capital is allocated.
How do I calculate weighted portfolio return?
Input the capital weights and expected returns for each asset category in your portfolio to calculate the aggregate weighted portfolio return.