Total portfolio vs. S&P 500
Sep 8, 2021 to Aug 27, 2026 (TWR)
| Period | Portfolio | S&P 500 | Delta |
| Sep 8 – Dec 31, 2021¹ | 7.31% | 5.90% | +1.41% |
| 2022 | 3.77% | −18.16% | +21.93% |
| 2023 | 16.65% | 26.32% | −9.67% |
| 2024 | 11.85% | 24.93% | −13.08% |
| 2025 | 18.33% | 17.85% | +0.48% |
| 2026 YTD | 23.28% | 13.71% | +9.57% |
| Cumulative | 111.94% | 83.29% | +28.65% |
| Annualized | 16.31% | 12.96% | +3.35% |
¹ Partial year from account inception. S&P 500 = IVV (iShares Core S&P 500 ETF), total return including dividends. Deltas expressed in percentage points.