Compare calculators

Both calculators run independently — change the inputs on either side to compare results.

Annualized Return Calculator

Convert a multi-year investment gain into an equivalent yearly growth rate using the compound annual growth rate (CAGR) formula. Ideal for comparing investments held over different time periods on a level playing field.

Beginning Value ($)

Ending Value ($)

Investment Period (years)

Fill in the required fields to see your result.

Investing

Portfolio Return Calculator

Calculates the weighted average return of a two-asset portfolio based on each asset's allocation and individual return. Use it to estimate overall portfolio performance when rebalancing or evaluating asset mix decisions.

Asset 1 Weight (%)

Asset 1 Return (%)

Asset 2 Weight (%)

Asset 2 Return (%)

Fill in the required fields to see your result.

Key differences

	Annualized Return Calculator	Portfolio Return Calculator
Category	Investing	Investing
Inputs required	3	4
Result	Annualized Return (%)	Portfolio Return (%)
What it does	Convert a multi-year investment gain into an equivalent yearly growth rate using the compound annual growth rate (CAGR) formula. Ideal for comparing investments held over different time periods on a level playing field.	Calculates the weighted average return of a two-asset portfolio based on each asset's allocation and individual return. Use it to estimate overall portfolio performance when rebalancing or evaluating asset mix decisions.