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The Lai Fund vs. the S&P 500

Here is the performance of the Lai Fund (the investment accounts I manage for me and my clients) vs. the S&P 500 over the past four years. The annual performance of the Lai Fund is calculated as the Internal Rate of Return of the portfolio for the calendar year (e.g. 1/1/1996 through 12/31/1996). I use Quicken to calculate the Internal Rate of Return of the Lai Fund portfolio.

Year

The Lai Fund

S&P 500

1996

32.6%

20.3%

1997

18.1%

31.0%

1998

21.6%

26.7%

1999

62.8%

19.5%

1996-1999

310.0%

238.5%