Investment Return Calculator
Analyze your portfolio performance and compare against market benchmarks
Portfolio Details
$
Initial investment amount at the start of the period
$
Current total portfolio value
years
Investment timeframe in years
$
Additional money added during the period (excludes starting value)
Asset Allocation (Optional)
No - Skip allocation analysis
Performance Analysis
Total Return
$5,000.00
+50.00% over 3 years
Annualized Return
+14.47%
Simple Return
+50.00%
S&P 500 Benchmark
+10.50%
vs. Benchmark
+3.97%
Future Projections
1 Year
$17,170.71
3 Years
$22,500.00
5 Years
$29,483.34
10 Years