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Calculate weighted portfolio returns with allocation.
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Portfolio Return Calculator computes your overall investment return as a weighted average of your holdings, each asset's return scaled by its allocation, giving the blended figure that reflects how your actual money performed.
The weighting is what makes it accurate. A simple average of returns treats a 2% position the same as a 50% one, which badly misrepresents a portfolio; the weighted calculation accounts for how much you actually hold of each, so the result reflects your real outcome. A stellar return on a tiny holding barely registers, while a modest return on a large one dominates, which is precisely why allocation and position sizing drive portfolio results.
It gives a clean snapshot of how your current allocation performed. What it doesn't capture is the timing of contributions and withdrawals during the period, money flowing in and out at different times requires time-weighted or money-weighted (IRR) returns for a fully accurate figure across cash flows.
Everything runs in your browser, keeping figures private, and it's informational, not financial advice. Pair it with the Stock Profit, CAGR, and other ToolsMonk investment calculators to analyse performance.
| Price | Free, no signup, no paywall, no watermark |
|---|---|
| Works on | Any modern browser: desktop, tablet, and mobile |
| Processing | In your browser, files never leave your device |
| Account required | None |
| Category | Business Tools |
Enter each holding's return and its weight (allocation %)
The tool computes the weighted average return
See the blended portfolio return
Adjust allocations to model scenarios
Calculates the overall return of a portfolio across holdings
Weights each holding's return by its allocation
Shows the blended portfolio return
Useful for tracking investment performance
Runs in your browser, your figures stay on your device
Free, with no signup and no limit on calculations
Working out your portfolio's overall return from its holdings
Seeing how allocation affects blended return
Tracking investment performance across assets
Comparing portfolio scenarios
Use the weighted return, not a simple average, allocation size changes everything
A great return on a tiny position barely moves your portfolio; size drives outcomes
For contributions/withdrawals over time, you need time- or money-weighted (IRR) returns instead
Common questions about this tool, its workflow, and what to expect before you use it.
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Calculate weighted portfolio returns with allocation.
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