Performance
May 1, 2026 — September 18, 2026
Returns account for deposits and withdrawals and are shown in Canadian dollars, before tax. This record began May 1, 2026.
The path so far
| Measure | Portfolio | S&P 500dividends included |
|---|---|---|
| Return since May 1, 2026 | 21.54% | 9.58% |
| Below previous peak | 0.00% | -1.40% |
| Largest decline | -6.91% | -3.93% |
How to read these numbers
Return: time-weighted return (TWR). It separates investment performance from deposits and withdrawals.
Below previous peak: the current decline from the highest point of the return record. Largest decline: the deepest peak-to-trough fall during this record, also called maximum drawdown. A more negative number means a larger decline.
The S&P 500 Total Return Index includes reinvested dividends and is translated into CAD. It is a reference benchmark; it does not have the same holdings or risk as this portfolio. Public figures are before tax. After-tax results and time spent are not yet measured here.
More about the method