With dividends reinvested (DRIP) at every ex-date, held through 2026-05-15.
Final Value
$17,663
6.4 years held
Total Return
+76.6%
Annualized: +9.35%
Dividends Collected
$0
Reinvested in 24 cycles
Final Share Count
218.55
From 181.85 initial
SPY Benchmark
$22,753
+127.5% · ann +13.79%
vs Benchmark
-50.9%
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).