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.
Weekly Market Update
Mar 24, 2025
Best Performing Asset Classes
US Growth Equities (2.54%), US Small Cap Blend Equities (1.87%), US Total Mkt Equities (1.69%)- Investor optimism surged with reports of a targeted tariff strategy.
- AI innovations propelled outperformance in growth-oriented tech stocks.
- Stronger consumer spending data boosted confidence in the overall economy.
Worst Performing Asset Classes
Developed Markets Ex-US Equities (-0.87%), Long-Term US Treasuries (-0.94%), International Ex-US Mkts Equities (-0.96%), Emerging Mkts Equities (-1.24%), Europe Developed Markets Equities (-1.62%)- Escalating global conflicts are disrupting supply chains and investor sentiment.
- US economic growth outpaces other markets, attracting investors.
- Concentration in US tech stocks skews market performance and sentiment.
Latest Portfolio and Asset Class Performance
Last Update: Apr 01, 2025
Buy and hold, no rebalancing or taxes.
Buy and hold, no rebalancing or taxes.
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success Portfolio | 0.10% | -0.72% | -1.01% | 1.63% | 7.61% | 8.85% | 66.10% | 86.36% |
| Ray Dalio All Weather Portfolio | 0.28% | 0.36% | 0.02% | 3.05% | 7.53% | 3.03% | 53.91% | 89.93% |
| Golden Butterfly Portfolio | 0.13% | 0.12% | 0.69% | 3.19% | 11.07% | 16.68% | 104.02% | 143.90% |
| Couch Potato Portfolio | -0.12% | -1.15% | -1.20% | -0.42% | 6.95% | 13.87% | 70.94% | 107.63% |
| Bogleheads Three Fund Portfolio | 0.19% | -1.36% | -0.96% | 0.50% | 6.82% | 14.34% | 66.90% | 93.98% |
| Bogleheads Four Fund Portfolio | 0.19% | -1.37% | -0.99% | 0.17% | 6.62% | 14.50% | 67.23% | 94.86% |
| 60/40 Portfolio | 0.20% | -1.44% | -1.53% | -1.60% | 6.99% | 16.85% | 79.00% | 120.82% |
| Rick Ferri Core Four Portfolio | 0.17% | -1.06% | -0.80% | 1.36% | 6.99% | 11.74% | 60.37% | 80.93% |
| Bill Schultheis Coffeehouse Portfolio | 0.10% | -0.61% | -0.68% | 0.61% | 5.93% | 9.15% | 64.41% | 75.33% |
| William Bernstein's Coward Portfolio | 0.02% | -1.02% | -0.59% | 0.46% | 5.84% | 13.24% | 67.44% | 77.80% |
| Harry Brown Permanent Portfolio | 0.09% | 0.62% | 1.12% | 5.27% | 13.72% | 17.73% | 94.74% | 152.44% |
| Asset Class: US Total Mkt Equities | 0.34% | -2.72% | -2.59% | -4.50% | 7.62% | 26.29% | 136.67% | 204.65% |
| Asset Class: Developed Markets Ex-US Equities | 0.35% | -2.65% | -0.12% | 7.17% | 5.34% | 16.07% | 82.60% | 70.46% |
| Asset Class: US Real Estate Equities | 0.04% | 2.01% | -1.86% | 2.74% | 10.93% | -7.29% | 67.22% | 59.50% |
| Asset Class: Emerging Mkts Equities | 0.32% | -1.81% | 1.50% | 4.83% | 9.13% | 2.88% | 44.87% | 32.61% |
| Asset Class: International Ex-US Mkts Equities | 0.29% | -2.34% | 0.28% | 6.00% | 6.84% | 13.79% | 75.66% | 63.86% |
| Asset Class: US Growth Equities | 0.90% | -4.35% | -4.78% | -8.71% | 9.23% | 32.10% | 153.20% | 281.29% |
| Asset Class: US Large Cap Blend Equities | 0.37% | -2.45% | -2.42% | -3.93% | 8.88% | 29.68% | 140.47% | 225.26% |
| Asset Class: US Large Cap Value Equities | -0.23% | -0.38% | 0.24% | 2.40% | 8.73% | 25.33% | 123.43% | 166.99% |
| Asset Class: US Small Cap Blend Equities | 0.32% | -2.98% | -2.24% | -7.03% | -0.38% | 8.88% | 119.23% | 111.46% |
| Asset Class: US Small Cap Value Equities | 0.26% | -1.85% | -1.02% | -5.13% | 0.41% | 12.82% | 147.24% | 109.80% |
| Asset Class: Europe Developed Markets Equities | 0.26% | -2.45% | -0.80% | 11.36% | 8.22% | 23.79% | 94.88% | 75.47% |
| Asset Class: Pacific Developed Markets Equities | 0.19% | -3.32% | -0.29% | 2.77% | -0.42% | 7.03% | 56.42% | 55.28% |
| Asset Class: Long-Term US Treasuries | 0.51% | 1.93% | 0.07% | 5.47% | 2.94% | -23.51% | -38.04% | -9.93% |
| Asset Class: Intermediate-Term US Treasuries | 0.03% | 0.81% | 0.33% | 3.82% | 5.77% | -2.37% | -13.07% | 7.65% |
| Asset Class: 3-7 Year Treasuries | -0.11% | 0.44% | 0.34% | 2.68% | 6.01% | 4.63% | -3.19% | 12.75% |
| Asset Class: Short-Term US Treasuries | -0.30% | -0.02% | 0.06% | 1.26% | 5.50% | 8.33% | 4.82% | 14.05% |
| Asset Class: US TIPS | -0.58% | 0.41% | 0.18% | 3.66% | 6.20% | 0.22% | 8.68% | 24.81% |
| Asset Class: US Total Bond Mkt | -0.01% | 0.48% | 0.05% | 2.77% | 5.93% | 2.05% | -2.04% | 15.17% |
| Asset Class: US Short-Term Bonds | -0.22% | 0.10% | 0.14% | 1.70% | 5.99% | 8.76% | 6.00% | 18.11% |
| Asset Class: Total Bond Mkt Ex-US | 0.02% | 0.43% | -0.20% | -0.05% | 4.17% | 3.40% | 0.77% | 18.44% |
| Asset Class: Gold | -0.17% | 3.28% | 6.94% | 18.89% | 38.62% | 61.08% | 281.71% | 406.54% |
| Asset Class: Broad Market Commodities | 0.04% | 1.26% | 2.64% | 5.29% | 2.70% | -4.68% | 124.43% | 48.79% |