Process
Performance
As of July 28, 2026.
IRR vs. benchmark, hit rate and concentration on closed positions, and contribution to result by holding.
Return vs. Benchmark
IRR Since Inception
+29.4%
VOO Benchmark IRR
+18.1%
Excess vs. Benchmark
+11.3 pts
Raw return spread — not risk-adjusted
TWR (Time-Weighted)
—
Not yet tracked — requires periodic account valuations not available in source records. IRR (money-weighted) is shown instead; IRR and TWR can differ meaningfully under uneven contribution timing.
Money-weighted (IRR) since account inception, across both custodians. VOO benchmark uses identical contribution timing.
Reported returns include an employer/platform account match, which flatters IRR relative to the benchmark.
The benchmark figure is price-return only and excludes roughly 1.3%/yr of dividends, which understates it.
Returns are unrealized and marked at delayed prices. Track record is short (~3 years) and spans a strong market. Past performance does not indicate future results. For informational purposes only; not financial advice.
Closed-Position Hit Rate & Concentration
Hit Rate
72.4%
Across 29 closed or trimmed positions
Top Contributor
+60.7%
AMD — share of total realized result
Top 3 Combined
+84.2%
AMD, VOO, IREN — combined share of total realized result
Hit rate is the share of closed or trimmed positions with a positive realized result. Concentration figures are each name's share of the total realized result across all closed/trimmed positions, not a share of the account.
Contribution to Result by Position
| Ticker | Contribution |
|---|---|
| VOO | +10.2 pts |
| NBIS | +6.4 pts |
| GOOGL | +2.6 pts |
| UNH | +2.5 pts |
| NOW | +1.0 pts |
| SMH | +0.6 pts |
| CRWD | +0.4 pts |
| MELI | -0.3 pts |
| META | -0.3 pts |
| RKLB | -0.6 pts |
| ASTS | -0.6 pts |
| FBTC | -1.7 pts |
Contribution = current portfolio weight × unrealized return, in percentage points. Reflects unrealized holdings only, not the realized-result concentration figures above.