Portfolio Return Calculator (CAGR)
Quick answer: Enter starting value, ending value, and years held to calculate portfolio CAGR and total return.
Measure your portfolio's true performance with this CAGR (Compound Annual Growth Rate) calculator. Enter your starting and ending portfolio values plus the number of years to calculate your annualized return, total return percentage, and absolute gain.
Advertisement
Last reviewed: April 2026Report an error
Total added over the period
CAGR (Annualized Return)
9.60%
$50,000 grew to $95,000 over 7 years = 9.60% CAGR. Total return: 90.00%. Net gain: $45,000.
CAGR
9.60%
Total Return %
90.00%
Net Gain
$45,000
Advertisement
How to Use This Portfolio Return Calculator
- 1Enter your starting portfolio value.
- 2Enter your current or ending portfolio value.
- 3Enter the number of years the portfolio has been held.
- 4Optionally enter total additional contributions over the period.
- 5Read CAGR, total return %, and absolute gain.
Frequently Asked Questions
- CAGR (Compound Annual Growth Rate) is the steady annual return rate that would grow your investment from its starting to ending value over the given period. It smooths out year-to-year volatility.
- The S&P 500 has historically returned ~10% CAGR (before inflation). A 7–12% CAGR for a diversified equity portfolio is generally considered strong.
Advertisement
Related Calculators
</> Embed this calculator on your website
<iframe src="https://calqpro.com/calculators/portfolio-return-calculator" width="100%" height="600" frameborder="0" title="CalQpro Calculator" loading="lazy"></iframe> <p>Powered by <a href="https://calqpro.com">CalQpro</a></p>
Advertisement