Period Start - Period End
2026-01-01 - 2026-07-04
Period Return
19.20%
- Capital Basis
- 387,194.36
- Portfolio Value
- 1,421,928.79
- Cumulative Gain
- 1,034,734.43
- Period Gain
- 228,989.64
- SPY Return
- 9.22%
Performance
Investment Performance
Portfolio results shown alongside SPY total return as the benchmark.
Portfolio Value
$1.42M
As of 2026-07-04
Cumulative Gain
$1.03M
From 2017-09-28 to 2026-07-04
Track Record
8.7 years
Since 2017-09-28
Cumulative Return
676.14%
SPY: 238.80%
2018-2025 CAGR
25.08%
SPY: 14.21%
2026 YTD
19.20%
SPY: 9.22%
Period Start - Period End
2025-01-01 - 2025-12-31
Period Return
57.39%
- Capital Basis
- 364,266.17
- Portfolio Value
- 1,170,010.96
- Cumulative Gain
- 805,744.79
- Period Gain
- 426,650.58
- SPY Return
- 17.72%
Period Start - Period End
2024-01-01 - 2024-12-31
Period Return
26.99%
- Capital Basis
- 255,691.59
- Portfolio Value
- 634,785.80
- Cumulative Gain
- 379,094.21
- Period Gain
- 134,902.42
- SPY Return
- 24.89%
Period Start - Period End
2023-01-01 - 2023-12-31
Period Return
46.90%
- Capital Basis
- 145,239.48
- Portfolio Value
- 389,431.27
- Cumulative Gain
- 244,191.79
- Period Gain
- 124,327.75
- SPY Return
- 26.18%
Period Start - Period End
2022-01-01 - 2022-12-31
Period Return
-19.34%
- Capital Basis
- 396,606.80
- Portfolio Value
- 516,470.84
- Cumulative Gain
- 119,864.04
- Period Gain
- -123,823.52
- SPY Return
- -18.18%
Period Start - Period End
2021-01-01 - 2021-12-31
Period Return
26.95%
- Capital Basis
- 417,606.80
- Portfolio Value
- 661,294.36
- Cumulative Gain
- 243,687.56
- Period Gain
- 140,371.37
- SPY Return
- 28.73%
Period Start - Period End
2020-01-01 - 2020-12-31
Period Return
19.04%
- Capital Basis
- 404,250.10
- Portfolio Value
- 507,566.29
- Cumulative Gain
- 103,316.19
- Period Gain
- 81,166.69
- SPY Return
- 18.33%
Period Start - Period End
2019-01-01 - 2019-12-31
Period Return
77.46%
- Capital Basis
- 30,000.00
- Portfolio Value
- 52,149.50
- Cumulative Gain
- 22,149.50
- Period Gain
- 22,763.47
- SPY Return
- 31.22%
Period Start - Period End
2018-01-01 - 2018-12-31
Period Return
-5.65%
- Capital Basis
- 87,430.00
- Portfolio Value
- 86,816.03
- Cumulative Gain
- -613.97
- Period Gain
- -5,203.44
- SPY Return
- -4.57%
Period Start - Period End
2017-09-28 - 2017-12-31
Period Return
8.66%
- Capital Basis
- 53,000.00
- Portfolio Value
- 57,589.47
- Cumulative Gain
- 4,589.47
- Period Gain
- 4,589.47
- SPY Return
- 7.14%
View full table
| Period Start | Period End | Capital Basis | Portfolio Value | Cumulative Gain | Period Gain | Period Return | SPY Return |
|---|---|---|---|---|---|---|---|
| 2026-01-01 | 2026-07-04 | 387,194.36 | 1,421,928.79 | 1,034,734.43 | 228,989.64 | 19.20% | 9.22% |
| 2025-01-01 | 2025-12-31 | 364,266.17 | 1,170,010.96 | 805,744.79 | 426,650.58 | 57.39% | 17.72% |
| 2024-01-01 | 2024-12-31 | 255,691.59 | 634,785.80 | 379,094.21 | 134,902.42 | 26.99% | 24.89% |
| 2023-01-01 | 2023-12-31 | 145,239.48 | 389,431.27 | 244,191.79 | 124,327.75 | 46.90% | 26.18% |
| 2022-01-01 | 2022-12-31 | 396,606.80 | 516,470.84 | 119,864.04 | -123,823.52 | -19.34% | -18.18% |
| 2021-01-01 | 2021-12-31 | 417,606.80 | 661,294.36 | 243,687.56 | 140,371.37 | 26.95% | 28.73% |
| 2020-01-01 | 2020-12-31 | 404,250.10 | 507,566.29 | 103,316.19 | 81,166.69 | 19.04% | 18.33% |
| 2019-01-01 | 2019-12-31 | 30,000.00 | 52,149.50 | 22,149.50 | 22,763.47 | 77.46% | 31.22% |
| 2018-01-01 | 2018-12-31 | 87,430.00 | 86,816.03 | -613.97 | -5,203.44 | -5.65% | -4.57% |
| 2017-09-28 | 2017-12-31 | 53,000.00 | 57,589.47 | 4,589.47 | 4,589.47 | 8.66% | 7.14% |
| Period Start | Period End | Capital Basis | Portfolio Value | Cumulative Gain | Period Gain | Period Return | SPY Return |
|---|---|---|---|---|---|---|---|
| 2026-01-01 | 2026-07-04 | 387,194.36 | 1,421,928.79 | 1,034,734.43 | 228,989.64 | 19.20% | 9.22% |
| 2025-01-01 | 2025-12-31 | 364,266.17 | 1,170,010.96 | 805,744.79 | 426,650.58 | 57.39% | 17.72% |
| 2024-01-01 | 2024-12-31 | 255,691.59 | 634,785.80 | 379,094.21 | 134,902.42 | 26.99% | 24.89% |
| 2023-01-01 | 2023-12-31 | 145,239.48 | 389,431.27 | 244,191.79 | 124,327.75 | 46.90% | 26.18% |
| 2022-01-01 | 2022-12-31 | 396,606.80 | 516,470.84 | 119,864.04 | -123,823.52 | -19.34% | -18.18% |
| 2021-01-01 | 2021-12-31 | 417,606.80 | 661,294.36 | 243,687.56 | 140,371.37 | 26.95% | 28.73% |
| 2020-01-01 | 2020-12-31 | 404,250.10 | 507,566.29 | 103,316.19 | 81,166.69 | 19.04% | 18.33% |
| 2019-01-01 | 2019-12-31 | 30,000.00 | 52,149.50 | 22,149.50 | 22,763.47 | 77.46% | 31.22% |
| 2018-01-01 | 2018-12-31 | 87,430.00 | 86,816.03 | -613.97 | -5,203.44 | -5.65% | -4.57% |
| 2017-09-28 | 2017-12-31 | 53,000.00 | 57,589.47 | 4,589.47 | 4,589.47 | 8.66% | 7.14% |
Notes
- All currency figures are shown in USD unless otherwise noted.
- Portfolio values are shown after deducting most investment-related costs, including transaction fees, regulatory fees, applicable exchange fees, ADR fees, margin interest, short borrow fees, and foreign tax withholding. U.S. income taxes are not deducted.
- Cumulative return compounds the period returns shown in the table.
- SPY returns are shown on a total-return basis, including dividends.
- Period return is calculated as period gain divided by the ending capital basis derived from cash-flow records. Large intra-period cash transfers can affect period return.
- 2023 period return was elevated by a large August withdrawal of approximately $310,000.
- 2024 period return was diluted by a large June contribution of approximately $100,000.