Returns
Portfolio Return Calculator
Measure total portfolio return after accounting for contributions and withdrawals.
Global calculator · Select the currency used for your inputs. No exchange-rate conversion is applied.
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Your results
Portfolio Return Calculator formula
Return = (Ending value + Withdrawals − Starting value − Contributions) ÷ (Starting value + Contributions).
Worked example
A portfolio ending at 13,500 after starting at 10,000 and adding 2,000 earned 1,500, or 12.5%.
How to use this calculator
- Enter the requested values using one consistent currency.
- Review the result, which updates automatically.
- Change assumptions to compare possible scenarios.
This calculator is for general education and estimation only. It is not financial, tax, accounting, or investment advice.
Frequently asked questions
What does the Portfolio Return Calculator calculate?
Measure total portfolio return after accounting for contributions and withdrawals.
Is this calculator accurate?
The formula is applied directly to your inputs, but actual outcomes can differ because of market movements, rounding, taxes, fees, and provider-specific rules.
Can I use another currency?
Yes. Choose a currency from the dropdown. The calculator formats values in that currency without converting exchange rates.
Can I use the result as financial advice?
No. Use it as an educational estimate and verify important decisions with current official information or a qualified professional.