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 symbols, add them manually, or select from an existing portfolio.
Portfolio Performance Settings
What it means
Portfolio Performance Chart
Click Calculate to get resultsReturns By Period
Click Calculate to get resultsMonthly Returns
The table below presents the monthly returns of Portfolio, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Click Calculate to get resultsAllocation Over Time
This chart presents a detailed view of the portfolio's composition from its inception to the present day.
Click Calculate to get results