Performance
How the book did against the S&P 500. Across 17 stock, fund, retirement and crypto positions worth $1,127,281.
Performance
You're ahead of the S&P 500 by 4.0 points over the past 1 year.
- Your return
- +15.9%
- +15.8% a year
- S&P 500
- +11.9%
- +11.9% a year
- Worst drop
- −9.9%
- S&P 500: −8.6%
- Weeks you beat it
- 58%
- of all weeks in the period
Your bookS&P 500
What drove it
| Position | Weight | Its return | vs S&P 500 | Added to your return |
|---|---|---|---|---|
| NVIDIA Corp. | 11% | +53.0% | +41.1 pts | +5.3 pts |
| Vanguard 401(k) | 37% | +8.1% | −3.8 pts | +3.7 pts |
| Vanguard Total Stock Market | 26% | +11.8% | −0.1 pts | +3.6 pts |
| Bitcoin | 8% | +26.4% | +14.5 pts | +2.3 pts |
| Apple Inc. | 4% | +16.8% | +4.9 pts | +0.7 pts |
| Ethereum | 1% | +49.4% | +37.5 pts | +0.3 pts |
| Vanguard Total Stock Market ETF | 6% | — | — | +0.0 pts |
| Vanguard Total International Stock ETF | 3% | — | — | +0.0 pts |
| Vanguard Total Bond Market ETF | 2% | — | — | +0.0 pts |
| Microsoft Corp. | 3% | — | — | +0.0 pts |
Returns are time-weighted: money you add or withdraw doesn't count as performance, so this is comparable with an index or a fund manager. Covers $1.12M of positions with a price history.