Portfolio Return calculator

📈 Portfolio Return Analyzer

CAGR, ROI, and absolute return analysis with multi-period performance breakdown

Investment Details

Initial Investment ($)

Current / Final Value ($)

Investment Period (Years)

Income & Costs

Total Dividends Received ($)

Additional Contributions ($)

Total Fees / Charges ($)

Tax on Gains (%)

Inflation Rate (%)

Benchmark Return (%/yr)

Currency

Asset Class

Annualized Return (CAGR)

Total absolute return

Total Return (ROI)

Net Profit

After-Tax Gain

Real Return (Inflation)

Year-by-Year Growth Projection

Year	Portfolio Value	Annual Gain	Cumulative Return

Return Intelligence