Daily recap
Analytics
Performance
Risk
Diversification
Dividends
All accounts
All accounts
Portfolio value
1M
3M
YTD
1Y
3Y
ALL
$252,402.80
$198,548.45 net contributed
+$53,854.35
Balance
Net contributed
Performance
1M
3M
YTD
1Y
3Y
ALL
+6.51%
+$15,417.29
Comparison
% Return
S&P 500 (SPY)
+6.71%
Dow Jones (DIA)
+4.11%
Nasdaq (QQQ)
+9.77%
Monthly returns
all
YTD
12m
2026
2025
2024
2023
+$15,374.88
January 2026
-$2,751.05
+0.1%
February 2026
+$3,616.20
-0.7%
March 2026
+$8,718.10
-1.0%
April 2026
+$5,154.15
+0.1%
May 2026
+$637.48
+2.2%
Contribution to performance
1d
7d
1m
3m
6m
YTD
1y
3y
all
+5.90%
+$909.07
NVDA
Nvidia Corporation
+$887.98
+6.29%
VT
Vanguard Total World Stock Inde
+$673.90
+3.49%
VOO
Vanguard S&P 500 ETF
+$1,326.34
+3.22%
XLP
Consumer Staples Select Sector SPDR Fund
+$343.51
+2.83%
AVGO
Broadcom Inc
+$436.22
+2.56%
SMH
VanEck Semiconductor ETF
+$487.71
+2.50%
SPMO
Invesco S&P 500 Momentum ETF
+$419.88
+1.71%
GEV
GE Vernova Inc.
+$58.73
+0.79%
GLDM
SPDR Gold MiniShares Trust
-$268.64
-2.10%
QQQ
Invesco QQQ Trust, Series 1
-$370.01
-2.87%
SCHD
Schwab US Dividend Equity ETF
-$989.53
-3.19%
ASML
ASML Holding N.V. - New York Re
-$526.48
-3.39%
INTC
Intel Corporation
-$1,570.53
-17.31%