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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.

Portfolio


Your portfolio is empty. Add symbols manually or select an existing portfolio.

Portfolio Performance Settings


Quarterly
S&P 500

Portfolio Performance Chart


Chart placeholderClick Calculate to get results

Returns in periods


Chart placeholderClick Calculate to get results