Rytvae Consulting · Think Right · Invest Right
Weighted Return Calculator
Result
Chart
Show formula & working
Weighted return = Σ (weight × return), where weight = amount ÷ total
Details
How this works
A portfolio's return is the average of its holdings' returns weighted by how much money is in each.
The contribution column shows which holdings drove the result.
Frequently asked questions
Is this the same as my actual return?
Only if no money was added or withdrawn. With cash flows during the period, use XIRR.
Can returns be negative?
Yes — enter them with a minus sign.