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.
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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:
- First, determine the current portfolio value ($).
- The current portfolio value ($) is given as: 60,000.
- Next, determine the initial portfolio value ($).
- The initial portfolio value ($) is provided as: 50,000.
- 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 = ?