Calculate the expected annual return of your portfolio in Microsoft Excel by using the value and expected rate of return of each investment.

Knowing how to calculate your portfolio's returns is essential to becoming a savvier investor. Learn the basic principles here to correctly calculate your investment portfolio returns.

Microsoft Excel, the widely used spreadsheet software, can be helpful for statistical analysis, with its built-in functions and free add-in tools.

If your expected return on the individual investments in your portfolio is known or can be anticipated, you can calculate the portfolio's overall rate of return using Microsoft Excel.