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Portfolio Crunch
Portfolio Crunch
Detailed performance comparisons for major asset classes and lazy portfolios across multiple timeframes. Easily see market trends and find what's worked and what's lagging.
Asset Class Performance
Last Update: May 15, 2024| Asset Class | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Equities, US Total Mkt | 1.23% | 2.47% | 6.03% | 5.51% | 30.99% | 27.75% | 94.41% | 220.74% |
| Equities, Developed Ex-US | 1.01% | 2.48% | 6.95% | 7.26% | 15.35% | 9.52% | 46.51% | 64.19% |
| Equities, US Real Estate | 1.38% | 4.31% | 8.08% | 0.52% | 10.91% | -2.36% | 16.33% | 70.27% |
| Equities, Emerging Mkts | 1.07% | 2.91% | 9.57% | 9.07% | 14.66% | -11.79% | 21.11% | 26.22% |
| Equities, International Ex-US Mkts | 1.01% | 2.56% | 7.34% | 7.63% | 15.27% | 5.52% | 41.42% | 56.44% |
| Equities, US Large Cap Blend | 1.21% | 2.41% | 5.84% | 5.86% | 31.09% | 33.43% | 101.17% | 237.91% |
| Equities, US Large Cap Value | 0.88% | 2.37% | 5.68% | 6.74% | 23.61% | 25.58% | 71.93% | 169.09% |
| Equities, US Small Cap Blend | 0.79% | 2.76% | 7.44% | 4.31% | 26.00% | 8.28% | 59.65% | 140.38% |
| Equities, US Small Cap Blend | 0.49% | 2.50% | 7.56% | 5.80% | 28.88% | 15.71% | 64.44% | 135.89% |
| Equities, Europe Developed | 1.09% | 3.37% | 8.72% | 10.05% | 16.75% | 14.30% | 52.46% | 60.38% |
| Equities, Pacific Developed | 1.18% | 1.54% | 5.01% | 3.74% | 13.38% | 1.88% | 35.73% | 66.17% |
| Fixed Income, Long-Term US Treasuries | 1.36% | 2.12% | 3.16% | -0.64% | -7.41% | -27.26% | -18.27% | 3.94% |
| Fixed Income, Int-Term US Treasuries | 0.75% | 1.14% | 1.78% | -0.05% | -2.64% | -12.71% | -4.26% | 9.16% |
| Fixed Income, Short-Term US Treasuries | 0.18% | 0.31% | 0.42% | 0.34% | 2.45% | -0.28% | 4.74% | 9.44% |
| Fixed Income, US TIPS | 0.51% | 0.93% | 1.01% | 0.59% | 0.20% | -5.14% | 10.85% | 18.87% |
| Fixed Income, US Total Mkt | 0.64% | 1.01% | 1.72% | 0.41% | 1.43% | -8.17% | 0.89% | 13.89% |
| Fixed Income, US Short-Term | 0.28% | 0.38% | 0.78% | 0.44% | 2.53% | -1.54% | 5.65% | 13.47% |
| Fixed Income, Total Mkt Ex-US | 0.66% | 0.25% | 0.64% | 0.65% | 4.72% | -4.76% | 0.58% | 22.22% |
| Gold | 1.26% | 3.39% | 0.60% | 18.98% | 19.64% | 26.91% | 84.64% | 80.08% |
Lazy Portfolio Performance
Last Update: May 15, 2024| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 1.04% | 2.43% | 5.36% | 3.38% | 14.12% | 6.03% | 39.94% | 86.00% |
| Vanguard Balanced | 0.00% | 0.89% | 3.45% | 2.66% | 17.54% | 11.65% | 50.67% | 115.72% |
| Bogleheads Three Fund | 0.95% | 1.90% | 4.56% | 3.89% | 16.00% | 8.53% | 44.20% | 90.09% |
| Bogleheads Four Fund | 0.95% | 1.81% | 4.43% | 3.92% | 16.40% | 8.98% | 44.02% | 91.58% |
| 60/40 US Stock Bonds | 0.99% | 1.89% | 4.31% | 3.48% | 19.18% | 12.81% | 53.61% | 118.58% |
| Rick Ferri Core Four | 0.95% | 2.02% | 4.74% | 3.67% | 14.16% | 5.98% | 38.29% | 78.14% |
| Bill Schultheis Coffeehouse | 0.83% | 2.09% | 4.85% | 3.22% | 13.98% | 5.28% | 36.85% | 79.85% |
| William Bernstein's Coward | 0.70% | 1.74% | 4.44% | 3.62% | 14.87% | 8.27% | 40.08% | 78.96% |
| Harry Brown Permanent | 1.01% | 2.07% | 2.54% | 6.05% | 11.38% | 5.41% | 38.00% | 67.59% |
All Portfolios Performance
Last Update: May 15, 2024| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 1.04% | 2.43% | 5.36% | 3.38% | 14.12% | 6.03% | 39.94% | 86.00% |
| Vanguard Balanced | 0.00% | 0.89% | 3.45% | 2.66% | 17.54% | 11.65% | 50.67% | 115.72% |
| Bogleheads Three Fund | 0.95% | 1.90% | 4.56% | 3.89% | 16.00% | 8.53% | 44.20% | 90.09% |
| Bogleheads Four Fund | 0.95% | 1.81% | 4.43% | 3.92% | 16.40% | 8.98% | 44.02% | 91.58% |
| 60/40 US Stock Bonds | 0.99% | 1.89% | 4.31% | 3.48% | 19.18% | 12.81% | 53.61% | 118.58% |
| Rick Ferri Core Four | 0.95% | 2.02% | 4.74% | 3.67% | 14.16% | 5.98% | 38.29% | 78.14% |
| Bill Schultheis Coffeehouse | 0.83% | 2.09% | 4.85% | 3.22% | 13.98% | 5.28% | 36.85% | 79.85% |
| William Bernstein's Coward | 0.70% | 1.74% | 4.44% | 3.62% | 14.87% | 8.27% | 40.08% | 78.96% |
| Harry Brown Permanent | 1.01% | 2.07% | 2.54% | 6.05% | 11.38% | 5.41% | 38.00% | 67.59% |
| Equities, US Total Mkt | 1.23% | 2.47% | 6.03% | 5.51% | 30.99% | 27.75% | 94.41% | 220.74% |
| Equities, Developed Ex-US | 1.01% | 2.48% | 6.95% | 7.26% | 15.35% | 9.52% | 46.51% | 64.19% |
| Equities, US Real Estate | 1.38% | 4.31% | 8.08% | 0.52% | 10.91% | -2.36% | 16.33% | 70.27% |
| Equities, Emerging Mkts | 1.07% | 2.91% | 9.57% | 9.07% | 14.66% | -11.79% | 21.11% | 26.22% |
| Equities, International Ex-US Mkts | 1.01% | 2.56% | 7.34% | 7.63% | 15.27% | 5.52% | 41.42% | 56.44% |
| Equities, US Large Cap Blend | 1.21% | 2.41% | 5.84% | 5.86% | 31.09% | 33.43% | 101.17% | 237.91% |
| Equities, US Large Cap Value | 0.88% | 2.37% | 5.68% | 6.74% | 23.61% | 25.58% | 71.93% | 169.09% |
| Equities, US Small Cap Blend | 0.79% | 2.76% | 7.44% | 4.31% | 26.00% | 8.28% | 59.65% | 140.38% |
| Equities, US Small Cap Blend | 0.49% | 2.50% | 7.56% | 5.80% | 28.88% | 15.71% | 64.44% | 135.89% |
| Equities, Europe Developed | 1.09% | 3.37% | 8.72% | 10.05% | 16.75% | 14.30% | 52.46% | 60.38% |
| Equities, Pacific Developed | 1.18% | 1.54% | 5.01% | 3.74% | 13.38% | 1.88% | 35.73% | 66.17% |
| Fixed Income, Long-Term US Treasuries | 1.36% | 2.12% | 3.16% | -0.64% | -7.41% | -27.26% | -18.27% | 3.94% |
| Fixed Income, Int-Term US Treasuries | 0.75% | 1.14% | 1.78% | -0.05% | -2.64% | -12.71% | -4.26% | 9.16% |
| Fixed Income, Short-Term US Treasuries | 0.18% | 0.31% | 0.42% | 0.34% | 2.45% | -0.28% | 4.74% | 9.44% |
| Fixed Income, US TIPS | 0.51% | 0.93% | 1.01% | 0.59% | 0.20% | -5.14% | 10.85% | 18.87% |
| Fixed Income, US Total Mkt | 0.64% | 1.01% | 1.72% | 0.41% | 1.43% | -8.17% | 0.89% | 13.89% |
| Fixed Income, US Short-Term | 0.28% | 0.38% | 0.78% | 0.44% | 2.53% | -1.54% | 5.65% | 13.47% |
| Fixed Income, Total Mkt Ex-US | 0.66% | 0.25% | 0.64% | 0.65% | 4.72% | -4.76% | 0.58% | 22.22% |
| Gold | 1.26% | 3.39% | 0.60% | 18.98% | 19.64% | 26.91% | 84.64% | 80.08% |