Portfolio value vs. the S&P 500.
2023
+62.9%
$247,880 → $403,825
2024
+63.0%
$403,825 → $658,357
2025
+68.7%
$658,357 → $1,110,695
2026 YTD
+74.5%
$1,110,695 → $1,938,349
