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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.

Your portfolio is currently empty. You can import holdings, add them manually, or start with a popular portfolio.

What it affects

Portfolio Performance Settings

What it means

 

Portfolio Performance Chart

The chart shows the growth of an initial investment of $10,000 in Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

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Returns By Period

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Monthly Returns

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Allocation Over Time

This chart presents a detailed view of the portfolio's composition from its inception to the present day.
Chart placeholderClick Calculate to get results