Portfolio Return Calculator
Project your investment growth, analyze future value, total returns, and compound interest. Optimize your portfolio with our easy-to-use calculator.
Step 1: Investment Details
Typical Assumptions
Historical S&P 500 average return ~7-10%. Adjust based on your risk tolerance. Monthly contributions harness dollar-cost averaging.
Step 2: Time Horizon
10 years
Time & Inflation
Inflation reduces purchasing power. Real return = nominal return – inflation. Longer horizons magnify compounding effects.
Portfolio Projection
Summary
Growth Chart
Scenario Comparison
Future Portfolio Value
$0
10 years | 7% return
Total Contributions
$70,000
Total Gain
$30,245
CAGR
7.0%
Real Value (inflation adj.)
$86,500
Year-by-Year Growth
Projected balance at end of each year (including contributions)
Return Scenario Comparison
| Scenario | Annual Return | Future Value | Total Gain |
|---|
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