About the Portfolio Return Calculator
Weighted return of a portfolio from each holding’s allocation and return, plus each asset’s contribution.
Also known as: weighted portfolio return, asset allocation return, portfolio performance.
How to use this calculator
- Enter allocations (%), returns (%).
- The result updates instantly as you type — press Calculate (or Enter) at any time.
- Review the breakdown shown under the main result.
- Use Copy result or Share to save the answer or send a link with your inputs.
Formula
Rₚ = Σ wᵢ·Rᵢ
Worked example
Using the values pre-filled in the calculator above:
- Allocations (%): 60, 30, 10
- Returns (%): 9, 4, 2
the calculator returns:
- Portfolio return: 6.8%