With dividends reinvested (DRIP) at every ex-date, held through 2026-08-05.
Final Value
$19,101
6.6 years held
Total Return
+91.0%
Annualized: +10.32%
Dividends Collected
$0
Reinvested in 25 cycles
Final Share Count
219.98
From 181.85 initial
SPY Benchmark
$23,695
+137.0% · ann +13.99%
vs Benchmark
-45.9%
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).