Portfolio return is the calculation of return on a portfolio of stocks, bonds, cash or other assets. The calculation can be complex or easy depending on whether it is a holdings-based calculation or a returns-based calculation. In a holdings-based calculation for each period multiply the weights times the return on each asset and link them for sub-periods. For returns-based calculations, using pooled investments with a value, like the Net Asset Value on a mutual fund the calculation is much simpler. It's the end date value divided by the beginning date value, plus an adjustment for splits and cash flows.
Synonym: fund return
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False, the y-axis.
Wes: Did you ever consider that our firm's
success depends on your
portfolio return ?
Eve: Not until you put it that way.
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