This is one stock. Build the whole portfolio.
Seeing the past is the easy part. Create a free Kapio account to combine stocks, ETFs and funds into one portfolio, track it with live prices, and run a forward-looking Monte-Carlo projection.
Add it to a real portfolio
Drop this ticker into the portfolio builder to track it live alongside your other holdings and run a Monte-Carlo projection.
What is a stock return calculator?
A stock return calculator shows what a past investment would be worth today using real historical price data. Instead of guessing, you see the exact dollar value, the percentage return, and the compound annual growth rate (CAGR) for any stock, ETF or crypto over any period — the “what if I had invested?” question, answered with numbers.
How to use it
Search for a ticker (Apple, VOO, BTC), enter the amount you want to simulate, and pick a start date. Kapio pulls real adjusted-close prices — which already account for dividends and stock splits — then computes your total return, CAGR, and how it stacks up against the S&P 500 over the same window. The quick examples below the inputs run instantly if you just want a feel for it.
Key concepts
CAGR (compound annual growth rate) is the steady yearly rate that would take your starting amount to its final value. It smooths out the bumps so a single number can be compared across different investments and time spans.
Adjusted close prices fold in dividends, splits and other corporate actions, so the figures reflect total return with dividends reinvested — not just the headline price move.
The S&P 500 comparison tells you whether a pick actually beat the broad market. Beating it consistently is hard: most professional fund managers fail to over the long run, which is why low-cost index funds are so often the benchmark to clear.
Frequently asked questions
Does this include dividends?
Yes. It uses adjusted closing prices, which include reinvested dividends and stock splits — so you get total return, not just the price change.
What does “Beat S&P 500” mean?
The stock returned more than the S&P 500 index over the same period. The index tracks the 500 largest US companies and has returned roughly 10% a year historically, which makes it the standard yardstick.
Can I use this to predict future returns?
No — it shows historical performance only, and past returns never guarantee future results. Use it to understand what happened. For forward-looking projections, the Kapio portfolio builder runs a Monte-Carlo simulation.
What is CAGR, and why does it matter?
CAGR is the average annual return that smooths out year-to-year swings. A stock might jump 40% one year and fall 20% the next; CAGR is the single steady rate that would produce the same end result, which makes comparisons fair.
Does it account for taxes or fees?
No. Returns are shown before taxes and trading costs. Your real-world result would be lower depending on your tax bracket, capital-gains rates and brokerage fees.