Herramienta Independiente 3 de 3
Rendimiento de Inversión
Impacto Estimado de Comisiones & Aportaciones Periódicas de Capital.
✓Fast, simple, and 100% free to use • Verified portfolio arithmetic
Total Performance EngineCash Inflow, Incomes, Fees & Ending Value
Currency:
Cash Flow & Portfolio Inputs
Quick Portfolio Presets:
€
€
€
€
€
Capital Outflow vs Inflow BreakdownNet Net Overview
Total Capital Invested:€15,000.00
Total Value Realized:€19,700.00
Net Profit (Minus Fees):€4,350.00
Portfolio Return Outcomes
Net Gain / Loss (After Fees & Income)PROFIT
€4,350.00
Net Return: +28.34%
Total Capital Out-of-Pocket
€15,000.00
Initial + Contributions
Total Value Realized
€19,700.00
Ending Value + Cash Income
Cumulative Fee Impact:€350.00 (2.33% of capital)
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Calculation Transparency: Total Investment Performance
Net Profit = (Ending Value + Cash Distributions) - (Initial Capital + Contributions + Fees)Applied Step: Net Gain = (Final Value $18,500 + Income $1,200) - (Invested $15,000 + Fees $350) = $4,350. Net ROI = 28.34%.
Assumptions & Model Boundaries:
- Values represent straightforward mathematical calculations based exclusively on the parameters entered above.
- Excludes individual income tax, capital gains taxes, transaction slippage, and local filing requirements unless entered in fees.
- Does not adjust for purchasing-power erosion (inflation) or risk-adjusted hurdle rates.
- Accounts for the total cash inflows and outflows rather than assuming a single static lump sum.
- For precise dollar-weighted internal rate of return (IRR), irregular contribution timing must be tracked separately.
Limitaciones Clave del ROI Simple
Net Return = (Ending Value + Cash Income) - (Total Invested Out-of-Pocket + Fees Paid)