Portfolio assets
| Weight, % | Return, % | Remove row |
|---|---|---|
Result
Portfolio return
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This calculation is for informational purposes only and does not replace advice from a qualified professional. Formulas and rates may not fit your exact situation — double-check the figures before making decisions.
How it is calculated
Portfolio return = sum(asset weight × asset return) ÷ sum(weights). Dividing by the sum of weights normalizes the result in case the entered weights don't add up to exactly 100% — so the return comes out correct regardless of small rounding.
Weighted return isn't a simple average of the assets' returns — it's a weighted average: an asset with a larger portfolio weight has more influence on the overall result, even if its own return is lower than that of smaller positions.
The calculation gives the return over the same period for all assets at once — it doesn't account for asset weights shifting during the period as their values move differently; for evaluating several periods in a row, weights need to be recomputed at the start of each period.