With dividends reinvested (DRIP) at every ex-date, held through 2026-10-07.
Final Value
$18,992
6.8 years held
Total Return
+89.9%
Annualized: +9.95%
Dividends Collected
$0
Reinvested in 26 cycles
Final Share Count
221.30
From 181.85 initial
SPY Benchmark
$23,924
+139.2% · ann +13.77%
vs Benchmark
-49.3%
Lagged SPY
Portfolio path over time
Left axis: portfolio values · Right axis: cumulative dividends · 26 dividend events reinvested.
Historical simulation only — past performance is not predictive. Calculations ignore taxes and commissions. Benchmark uses adjusted close (price + distributions where applicable).