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

How to calculate return on investment (ROI), the money an investment made relative to its cost, in Microsoft Excel.

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.

We'll calculate the historical monthly variance of the S&P 500 Total Return Index over a five-year period from August 2010 through July 2015 -- that's 60 observations (5 years x 12 months).

How to calculate average stock returns in Excel In the following example, I'll calculate the returns for Microsoft stock using historical prices and dividends. The first step is to get organized.

How to value the stock and bond markets and project future returns. My future return assumptions for stocks, bonds, and gold for 2020 and beyond.

Return on Investment (ROI) can help you determine how much you'll have for retirement. Here are key formulas and strategies to plan and maximize your financial future.

"Abnormal returns" is an important concept in academic finance, as well as in the investment management industry.Let's go over how to calculate an abnormal return for a stock using stock prices ...

Calculating the future expected stock price can be useful to predict where certain stocks are headed, but no single equation can be used universally.

Discover how to accurately calculate beta in stocks, with comprehensive definitions and examples, empowering you to make the most informed trading decisions ...