Portfolio Return Calculator

Calculate weighted portfolio returns, tracking multi-asset performance across stocks, bonds, and alternatives.

Free • Accurate • Instant Results

Portfolio Return Inputs

Portfolio Value

Stock Allocation

Stock Return

Bond Return

Weighted Portfolio Return

⚖️

8.20%

Dollar Gain/Loss

📈

$8,200

Portfolio Value

💰

$100,000

New Portfolio Value

🏦

$108,200

🤖

AI Insights

Personalized analysis based on your inputs

💡

Diversification Benefit

A 70/30 stock/bond split balances growth potential against volatility — the weighted return reflects this blended risk profile.

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Formula Used

Weighted Portfolio Return

Return = (Stock% × Stock Return) + (Bond% × Bond Return)

Variables

Stock%= Allocation to stocks

Example

70% stocks at 10% + 30% bonds at 4% = 8.2% weighted return

Frequently Asked Questions

It reflects your actual blended performance across asset classes, more useful for portfolio-level decisions than looking at each asset's return in isolation.

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Disclaimer: This calculator is for informational and educational purposes only. Results are estimates based on inputs you provide. They are not financial, tax, investment, or legal advice. Consult a qualified financial professional before making financial decisions. Actual results may vary based on market conditions, tax laws, and individual circumstances.