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Portfolio Performance

Portfolio Performance is a tool that helps you visualize a portfolio's gains or losses over a given period and easily compare them to a selected benchmark.

This portfolio performance calculator uses daily closing prices adjusted for splits and dividends. A portfolio is rebalanced according to settings.

Your portfolio is currently empty. You can import holdings, add them manually, or start with a popular portfolio.

What it affects

My Portfolios

    Your saved portfolios will be displayed here

    Portfolio Performance Settings

    What it means

     

    Portfolio Performance Chart

    The chart shows the growth of an initial investment of $10,000 in Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

    Chart placeholderClick Calculate to get results

    Returns By Period

    Chart placeholderClick Calculate to get results

    Monthly Returns

    Chart placeholderClick Calculate to get results

    Allocation Over Time

    This chart presents a detailed view of the portfolio's composition from its inception to the present day.
    Chart placeholderClick Calculate to get results