With dividends reinvested (DRIP) at every ex-date, held through 2026-06-05.
Final Value
$17,370
6.4 years held
Total Return
+73.7%
Annualized: +8.98%
Dividends Collected
$0
Reinvested in 24 cycles
Final Share Count
218.55
From 181.85 initial
SPY Benchmark
$22,703
+127.0% · ann +13.62%
vs Benchmark
-53.3%
Lagged SPY
Portfolio path over time
Left axis: portfolio values · Right axis: cumulative dividends · 24 dividend events reinvested.
Historical simulation only — past performance is not predictive. Calculations ignore taxes and commissions. Benchmark uses adjusted close (price + distributions where applicable).