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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 symbols, add them manually, or select from an existing portfolio.

Portfolio Performance Settings


Portfolio Performance Chart


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Returns By Period


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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
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