Performance
How the portfolio has actually done — total return and CAGR since inception, how steady the last year has been, and the cumulative curve against the market — why the S&P 500 is the yardstick.
Growth since 2020
My return since 2020, against the S&P 500 and Euro Stoxx 50 in dollar terms — all starting from the same point so you can compare the shapes. Toggle the Nasdaq 100 or MSCI World on, or switch to “$10,000 growth” to see what a $10,000 stake would be worth today.
Return by year vs the market
Every calendar year since inception — my return next to the S&P 500 and Euro Stoxx 50, including the years the market fell. The last column is how far ahead of or behind the S&P 500 I finished each year.
| Year | My portfolio | S&P 500 | Euro Stoxx 50 | vs S&P 500 |
|---|---|---|---|---|
| 2026YTD | +11.7% | +11.5% | +5.4% | +0.2% |
| 2025 | +34.9% | +16.4% | +35.5% | +18.5% |
| 2024 | +4.3% | +23.4% | +0.5% | -19.1% |
| 2023 | +16.5% | +24.0% | +23.5% | -7.5% |
| 2022 | +8.7% | -19.4% | -17.2% | +28.1% |
| 2021 | +22.6% | +27.0% | +12.5% | -4.4% |
| 2020part-year | +20.8% | +14.8% | +16.3% | +6.0% |
Not financial advice.
This portfolio is shown for transparency, not as a recommendation. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. Always do your own research and consider seeking independent advice.