With dividends reinvested (DRIP) at every ex-date, held through 2026-08-27.
Final Value
$19,592
6.7 years held
Total Return
+95.9%
Annualized: +10.64%
Dividends Collected
$0
Reinvested in 25 cycles
Final Share Count
219.98
From 181.85 initial
SPY Benchmark
$23,736
+137.4% · ann +13.88%
vs Benchmark
-41.4%
Lagged SPY
Portfolio path over time
Left axis: portfolio values · Right axis: cumulative dividends · 25 dividend events reinvested.
Historical simulation only — past performance is not predictive. Calculations ignore taxes and commissions. Benchmark uses adjusted close (price + distributions where applicable).