Track Record · Daily Log
Cumulative return vs. benchmarks
This chart compares the five dated portfolio valuations already stored in the site log with matching benchmark closes. It is not a daily account-return series: purchase dates, deposits, withdrawals and trades are not reconstructed. Missing sessions remain missing; no illustrative performance is substituted.
Recorded dates: July 10; September 9, 10, 18 and 29, 2026. No newer account valuation has been added by this quote refresh. The chart connects recorded observations only; it does not imply a known daily path across the unlogged interval.
Why this doesn't go back to 2022
The account started in 2022 with $500, and the July letter discloses an independently verified all-time dollar-weighted return of +72.14%. But there is no complete daily account series from 2022—or even for every day since this log began. This tracker therefore plots only the closes actually captured: July 10; September 9, 10, 18 and 29, 2026. The gap is a gap, not data waiting to be smoothed into existence.
Methodology
Portfolio value uses the published share counts and the same closing-price file as Holdings. SPY, QQQ, and IWM use the matching market closes. Each series is indexed to 100 at the start of the selected range. These are previously recorded published-book valuations, not newly verified brokerage balances. This refresh does not append a valuation or claim a cash-flow-adjusted return; missing sessions stay missing, and any correction is recorded in What I Got Wrong.