Portfolio Return Calculator
Add each holding as invested amount and current value to see your whole portfolio's return — both absolute and annualised (CAGR).
Show solution steps
What is the Portfolio Return Calculator?
A portfolio return calculator aggregates all your holdings to show how your investments have performed together, rather than one stock at a time.
How to Calculate
Total invested and current value are summed across holdings. Absolute return = (current − invested) ÷ invested. CAGR annualises it over your holding period.
Formula
CAGR = (current ÷ invested)^(1/years) − 1
How to Use
- Enter your details in the fields above.
- The result updates instantly as you type.
- Use Copy, Print or Download PDF to save your result.
Frequently Asked Questions
Absolute return vs CAGR?
Absolute return is total growth regardless of time; CAGR expresses it per year so you can compare investments held for different periods.
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