Enter the current portfolio value ($) and the initial portfolio value ($) into the Return on Portfolio Calculator. The calculator will evaluate and display the Return on Portfolio. 

Return on Portfolio Formula

The following formula is used to calculate the Return on Portfolio. 

ROP = (CPV -IPV) / IPV * 100

  • Where ROP is the Return on Portfolio (%)
  • CPV is the current portfolio value ($) 
  • IPV is the initial portfolio value ($) 

How to Calculate Return on Portfolio?

The following example problems outline how to calculate Return on Portfolio.

Example Problem #1:

  1. First, determine the current portfolio value ($). 
    • The current portfolio value ($) is given as: 60,000.
  2. Next, determine the initial portfolio value ($). 
    • The initial portfolio value ($) is provided as: 50,000.
  3. Finally, calculate the Return on Portfolio using the equation above: 

ROP = (CPV -IPV) / IPV * 100

The values given above are inserted into the equation below and the solution is calculated:

ROP = (60,000 -50,000) / 50,000* 100 = 20 (%)


Example Problem #2: 

For this problem, the variables needed are provided below:

current portfolio value ($) = 70,000

initial portfolio value ($) = 30,000

This example problem is a test of your knowledge on the subject. Use the calculator above to check your answer. 

ROP = (CPV -IPV) / IPV * 100 = ?