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Performance Benchmark
Compare your performance against another security.   (advanced form)
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*(using prices from market close for 12/24/2024)
  IRR Portfolio
Value
bivio Club Index  7.2% 53,189.96
Vanguard 500 Index Fund (VFINX)  8.6% 71,848.64

Transaction Date Description Investments Returns VFINX
Shares
12/31/2000 VFINX beginning market value 0.00 0.0000
01/01/2001 member contribution 10,000.00 84.4309
03/16/2001 VFINX distribution reinvested, $24.48 0.2306
06/22/2001 VFINX distribution reinvested, $23.71 0.2097
09/21/2001 VFINX distribution reinvested, $27.16 0.3049
12/28/2001 VFINX distribution reinvested, $32.37 0.3023
03/22/2002 VFINX distribution reinvested, $24.79 0.2340
06/21/2002 VFINX distribution reinvested, $25.71 0.2818
09/27/2002 VFINX distribution reinvested, $30.1 0.3941
12/27/2002 VFINX distribution reinvested, $36.28 0.4494
03/28/2003 VFINX distribution reinvested, $26.05 0.3269
06/20/2003 VFINX distribution reinvested, $26.15 0.2844
09/26/2003 VFINX distribution reinvested, $31.48 0.3419
12/26/2003 VFINX distribution reinvested, $41.26 0.4079
03/26/2004 VFINX distribution reinvested, $31.75 0.3104
06/25/2004 VFINX distribution reinvested, $30.98 0.2957
09/24/2004 VFINX distribution reinvested, $36.41 0.3550
12/23/2004 VFINX distribution reinvested, $74 0.6640
03/23/2005 VFINX distribution reinvested, $38.62 0.3576
06/24/2005 VFINX distribution reinvested, $37.88 0.3450
09/23/2005 VFINX distribution reinvested, $47.98 0.4287
12/28/2005 VFINX distribution reinvested, $54.57 0.4712
03/17/2006 VFINX distribution reinvested, $44.8 0.3722
06/23/2006 VFINX distribution reinvested, $44.06 0.3845
09/22/2006 VFINX distribution reinvested, $47.94 0.3959
12/26/2006 VFINX distribution reinvested, $60.18 0.4614
03/23/2007 VFINX distribution reinvested, $51.17 0.3871
06/22/2007 VFINX distribution reinvested, $53.25 0.3850
09/21/2007 VFINX distribution reinvested, $58.16 0.4140
12/21/2007 VFINX distribution reinvested, $70.67 0.5174
03/27/2008 VFINX distribution reinvested, $56.85 0.4659
06/26/2008 VFINX distribution reinvested, $54.27 0.4594
09/25/2008 VFINX distribution reinvested, $60.75 0.5460
12/26/2008 VFINX distribution reinvested, $67.35 0.8395
03/26/2009 VFINX distribution reinvested, $51.24 0.6686
06/23/2009 VFINX distribution reinvested, $42.51 0.5155
09/28/2009 VFINX distribution reinvested, $47.35 0.4833
12/28/2009 VFINX distribution reinvested, $65.06 0.6267
03/29/2010 VFINX distribution reinvested, $43.42 0.4018
06/28/2010 VFINX distribution reinvested, $50.47 0.5102
09/23/2010 VFINX distribution reinvested, $53.04 0.5124
12/23/2010 VFINX distribution reinvested, $49.78 0.4302
03/24/2011 VFINX distribution reinvested, $51.11 0.4238
06/23/2011 VFINX distribution reinvested, $54.47 0.4609
09/22/2011 VFINX distribution reinvested, $56.56 0.5440
12/22/2011 VFINX distribution reinvested, $66.81 0.5788
03/23/2012 VFINX distribution reinvested, $55.32 0.4299
06/22/2012 VFINX distribution reinvested, $62.91 0.5115
09/21/2012 VFINX distribution reinvested, $67.8 0.5038
12/21/2012 VFINX distribution reinvested, $94.71 0.7192
03/21/2013 VFINX distribution reinvested, $66.91 0.4699
06/21/2013 VFINX distribution reinvested, $73.77 0.5028
09/20/2013 VFINX distribution reinvested, $79.44 0.5042
12/23/2013 VFINX distribution reinvested, $92.85 0.5513
03/21/2014 VFINX distribution reinvested, $78.83 0.4582
06/20/2014 VFINX distribution reinvested, $82.19 0.4541
09/19/2014 VFINX distribution reinvested, $89.47 0.4825
12/17/2014 VFINX distribution reinvested, $106.73 0.5753
03/20/2015 VFINX distribution reinvested, $102.15 0.5257
06/19/2015 VFINX distribution reinvested, $94.51 0.4857
09/18/2015 VFINX distribution reinvested, $100.56 0.5569
12/18/2015 VFINX distribution reinvested, $115.6 0.6254
03/18/2016 VFINX distribution reinvested, $107.33 0.5680
06/20/2016 VFINX distribution reinvested, $101.82 0.5299
09/12/2016 VFINX distribution reinvested, $95.99 0.4820
12/21/2016 VFINX distribution reinvested, $141.89 0.6792
03/21/2017 VFINX distribution reinvested, $109.39 0.5058
06/22/2017 VFINX distribution reinvested, $109.76 0.4885
09/19/2017 VFINX distribution reinvested, $129.63 0.5604
12/22/2017 VFINX distribution reinvested, $129.92 0.5247
03/23/2018 VFINX distribution reinvested, $119.15 0.4987
06/27/2018 VFINX distribution reinvested, $127.81 0.5129
09/25/2018 VFINX distribution reinvested, $134.46 0.4995
12/14/2018 VFINX distribution reinvested, $143.72 0.5991
03/20/2019 VFINX distribution reinvested, $164.04 0.6297
06/26/2019 VFINX distribution reinvested, $155.19 0.5774
09/25/2019 VFINX distribution reinvested, $146.53 0.5321
12/20/2019 VFINX distribution reinvested, $163.47 0.5501
03/09/2020 VFINX distribution reinvested, $133.9 0.5288
06/26/2020 VFINX distribution reinvested, $163.73 0.5897
09/28/2020 VFINX distribution reinvested, $149.72 0.4842
12/21/2020 VFINX distribution reinvested, $159.82 0.4689
03/25/2021 VFINX distribution reinvested, $142.69 0.3955
06/28/2021 VFINX distribution reinvested, $151.38 0.3823
09/28/2021 VFINX distribution reinvested, $148.16 0.3688
12/20/2021 VFINX distribution reinvested, $177.38 0.4209
03/23/2022 VFINX distribution reinvested, $156.17 0.3797
06/28/2022 VFINX distribution reinvested, $165.35 0.4689
09/27/2022 VFINX distribution reinvested, $171.96 0.5110
12/19/2022 VFINX distribution reinvested, $199.73 0.5674
03/23/2023 VFINX distribution reinvested, $175.09 0.4807
06/28/2023 VFINX distribution reinvested, $186.24 0.4612
09/27/2023 VFINX distribution reinvested, $176.27 0.4470
12/19/2023 VFINX distribution reinvested, $218.25 0.4963
03/22/2024 VFINX distribution reinvested, $181.29 0.3753
06/28/2024 VFINX distribution reinvested, $211.55 0.4199
09/27/2024 VFINX distribution reinvested, $193.98 0.3663
12/25/2024 VFINX ending market value 71,848.64
    10,000.00 71,848.64 128.9181
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