With dividends reinvested (DRIP) at every ex-date, held through 2026-07-16.
Final Value
$18,681
6.5 years held
Total Return
+86.8%
Annualized: +10.03%
Dividends Collected
$0
Reinvested in 25 cycles
Final Share Count
219.98
From 181.85 initial
SPY Benchmark
$23,108
+131.1% · ann +13.67%
vs Benchmark
-44.3%
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).