Compare calculators
Both calculators run independently β change the inputs on either side to compare results.
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.
Fill in the required fields to see your result.
Investing
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.
Fill in the required fields to see your result.
Key differences
| Portfolio Return Calculator | Annualized Return Calculator | |
|---|---|---|
| Category | Investing | Investing |
| Inputs required | 4 | 3 |
| Result | Portfolio Return (%) | Annualized Return (%) |
| What it does | 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. | 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. |