Portfolio Weighted Return Calculator
For up to five assets, enter each weight % and return % to get the portfolio weighted return and per-asset contribution (weights normalized).
Results
Fill in the inputs and click Calculate.
- Weighted Return
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- Equal-Weight Avg
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- Asset 1 Contribution
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- Asset 2 Contribution
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- Asset 3 Contribution
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- Asset 4 Contribution
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- Asset 5 Contribution
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Risk disclaimer
Returns are your historical or assumed inputs; the page is weighted arithmetic only, no forecast.
What does a weighted return show?
Portfolio return is a capital-weighted sum, not an average: bigger weights amplify each asset's effect on the total.
An equal-weight average is shown alongside, so you can see what weighting changes.
How to use
- Per row, enter an asset's weight % and its return % over the same period.
- Empty rows count as 0; up to five assets; weights normalize to 100%.
- Click Calculate for the weighted return and each asset's contribution points.
Formula
- Normalized weight = weight ÷ Σweights
- Portfolio return = Σ(normalized weight × asset return)
- Asset contribution = normalized weight × asset return
Example
A 60% returning 10% and B 40% returning 20% → portfolio return = 6 + 8 = 14%, equal-weight average 15%.
Contribution points sum to the portfolio return — a built-in cross-check.
FAQ
Relation to rebalance tools?
Rebalance handles amounts and target weights; this page asks how much the portfolio earns under given weights and returns.
Same return period needed?
Yes — all returns must cover the same window (e.g. all monthly) or the weighted result is meaningless.