With dividends reinvested (DRIP) at every ex-date, held through 2026-06-26.
Final Value
$18,177
6.5 years held
Total Return
+81.8%
Annualized: +9.66%
Dividends Collected
$0
Reinvested in 25 cycles
Final Share Count
219.98
From 181.85 initial
SPY Benchmark
$22,439
+124.4% · ann +13.28%
vs Benchmark
-42.6%
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).