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Guide · 3 min read

How To Calculate Portfolio Return.

Portfolio return should combine unrealized movement, realized gains, dividends, and costs. A clean calculation separates gross and net values so investors can see whether returns came from price movement, income, timing, or fees.

RA
Rabia Asad
PSX Clarity · Editorial

Step-by-step

  1. Calculate current value minus cost for open holdings.
  2. Add realized gains and losses from sold positions.
  3. Add dividends received.
  4. Subtract brokerage fees and estimated taxes where applicable.
  5. Compare gross return with net return.

Worked example

A portfolio may show a gain from price movement, but fees and taxes can reduce the net result.

Related glossary

Unrealized gainRealized gainBrokerage feeCapital gain tax
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