* 2009 was partial year. % comparison through sep 1, 2009 to December 31, 2009.
| Year | My Portfolio | SPY |
|---|---|---|
| 2009* | 16.29 % | 6.87 % |
| 2010 | 8.22 % | 15.02 % |
| 2011 | 16.53 % | 1.89 % |
| 2012 | 10.22 % | 15.99 % |
| 2013 | 27.67 % | 32.31 % |
| 2014 | 10.99 % | 13.46 % |
| 2015 | 1.59 % | 1.25 % |
| 2016 | 7.36 % | 12.00 % |
| 2017 | 19.21 % | 21.70 % |
| 2018 | -0.59 % | -4.56 % |
| 2019 | 32.02 % | 31.22 % |
| 2020 | 28.99 % | 18.37 % |
| 2021 | 37.31 % | 28.75 % |
| 2022 | -19.75 % | -18.17 % |
| 2023 | 27.48 % | 26.29 % |
| 2024 | 30.86 % | 24.89 % |
| 2025 (As June 30) | 7.74 % | 5.54 % |
| Total Return Since 2009 | 898.42% | 682.47% |
| Average Yearly Return Since 2009 | 15.67% | 13.87% |
| Year | My Portfolio | SPY |
|---|---|---|
| 2009* | $ 11,629.00 | $ 10,687.00 |
| 2010 | $ 12,584.90 | $ 12,292.12 |
| 2011 | $ 14,665.19 | $ 12,524.51 |
| 2012 | $ 16,163.97 | $ 14,527.18 |
| 2013 | $ 20,636.54 | $ 19,220.91 |
| 2014 | $ 22,904.50 | $ 21,808.04 |
| 2015 | $ 23,268.68 | $ 22,080.65 |
| 2016 | $ 24,981.25 | $ 24,730.32 |
| 2017 | $ 29,780.15 | $ 30,096.80 |
| 2018 | $ 29,604.45 | $ 28,724.39 |
| 2019 | $ 39,083.79 | $ 37,692.14 |
| 2020 | $ 50,414.19 | $ 44,616.19 |
| 2021 | $ 69,223.72 | $ 57,443.34 |
| 2022 | $ 55,552.30 | $ 47,005.89 |
| 2023 | $ 70,817.83 | $ 59,363.74 |
| 2024 | $ 92,672.09 | $ 74,139.37 |
| 2025 (As June 30) | $ 99,814.90 | $ 78,246.69 |
| Total Return Since 2009 | 898.42% | 682.47% |
| Average Yearly Return Since 2009 | 15.67% | 13.87% |
