What if I had invested equally across all positions?
A performance question asks what a portfolio has actually returned. The answer keeps the money you paid in apart from the money the investments made, which is why a time-weighted and a money-weighted return can differ so much on the same account.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
Here’s the simulated result for investing equally across all positions in your portfolio.
| Scenario detail | Value |
|---|---|
| Total value in this equal-weight scenario (today) [€] | 99.724,58 € |
| Total invested (capital paid) [€] | 77.556,45 € |
| Total withdrawn (taken out) [€] | 9.511,00 € |
| Total return (gain) [€] | 31.679,13 € |
| Total return (%) | +40,85% |
Assumptions:
- The simulation split contributions equally across the listed instruments (each ~7.69% or 7.72% where noted) and held those shares to today.
- It uses your actual cashflows (buys, sells, dividends) and prices at the trade dates, then values the result at latest closing prices.
- No rebalancing after contributions; exchange rates fixed; no trading costs applied in the simulated re-investments.
- The scenario compares what that equal-weight portfolio would be worth today; it is hypothetical.
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Related questions
See this for your own portfolio
The assistant answers the same question about your own holdings, with your figures and today’s prices. Import from your broker, or open the demo portfolio and ask it there.