My taxable portfolio

The chart shows the growth of an initial investment of $10,000 in My taxable portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is never rebalanced.

Based on dividend-adjusted daily data since Jul 31, 2025, My taxable portfolio's average daily return is +0.01%, while the average monthly return is +0.08%. At this rate, your investment would double in approximately 72.2 years.

Historically, 40% of months were positive and 60% were negative. The best month was Aug 2025 with a return of +13.9%, while the worst month was Feb 2026 at -7.9%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 3 months.

On a daily basis, My taxable portfolio closed higher 51% of trading days. The best single day was Nov 24, 2025 with a return of +6.0%, while the worst single day was Nov 13, 2025 at -6.0%.

My taxable portfolio has an annualized alpha of -6.49%, beta of 2.03, and R² of 0.43 versus S&P 500 Index. Calculated based on daily prices since July 31, 2025.

• This portfolio participated in 190.26% of S&P 500 Index downside but only 124.74% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.43 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

My taxable portfolio has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

There isn't enough data available to calculate the Sharpe ratio for My taxable portfolio. This metric is based on the past 12 months of trading data. Please check back later for updated information.

My taxable portfolio provided a 0.40% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the My taxable portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the My taxable portfolio was 30.14%, occurring on Mar 30, 2026. The portfolio has not yet recovered.

The current My taxable portfolio drawdown is 25.69%.

The chart below shows the rolling one-month volatility.