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.

Latest Portfolio and Asset Class Performance

Updated: Apr 24, 2025

CategoryName1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
PortfolioDavid Swensen Unconventional Success Portfolio1.08%1.96%-1.11%-1.90%9.46%11.97%49.79%80.10%
PortfolioRay Dalio All Weather Portfolio1.25%1.51%-0.57%-0.57%8.29%5.89%29.86%74.56%
PortfolioGolden Butterfly Portfolio1.30%1.77%0.48%0.49%12.72%20.28%80.43%133.75%
PortfolioCouch Potato Portfolio1.26%2.28%-1.40%-3.70%7.99%16.05%51.52%94.32%
PortfolioBogleheads Three Fund Portfolio1.31%2.33%-1.01%-2.35%8.43%18.32%48.63%85.10%
PortfolioBogleheads Four Fund Portfolio1.29%2.33%-0.83%-2.40%8.39%19.18%49.41%85.91%
Portfolio60/40 Portfolio1.45%2.51%-1.74%-5.35%8.07%19.95%54.42%107.76%
PortfolioRick Ferri Core Four Portfolio1.16%2.08%-0.83%-1.41%8.74%15.99%44.62%72.82%
PortfolioBill Schultheis Coffeehouse Portfolio1.06%1.75%-0.97%-2.27%6.84%10.98%44.25%72.09%
PortfolioWilliam Bernstein's Coward Portfolio0.94%1.73%-1.07%-2.61%6.93%15.51%50.99%74.15%
PortfolioHarry Brown Permanent Portfolio1.16%1.32%1.60%3.66%15.60%22.12%68.12%128.55%
Asset ClassUS Total Mkt Equities2.11%3.96%-3.23%-10.40%8.71%30.62%104.19%191.61%
Asset ClassDeveloped Markets Ex-US Equities1.28%3.07%0.93%5.06%10.72%26.16%75.07%67.46%
Asset ClassUS Real Estate Equities0.37%0.37%-2.97%-2.92%12.64%-10.00%44.66%57.59%
Asset ClassEmerging Mkts Equities1.16%3.84%-2.40%1.35%9.79%11.48%36.41%23.42%
Asset ClassInternational Ex-US Mkts Equities1.28%3.25%0.09%3.96%10.82%23.31%67.66%58.72%
Asset ClassUS Growth Equities2.90%5.33%-2.41%-12.41%12.62%43.38%117.73%269.24%
Asset ClassUS Large Cap Blend Equities2.10%3.83%-3.26%-9.80%9.56%33.40%108.21%209.01%
Asset ClassUS Large Cap Value Equities1.06%2.05%-3.91%-6.29%6.71%22.55%93.91%150.18%
Asset ClassUS Small Cap Blend Equities2.31%4.00%-4.33%-14.13%0.88%11.01%85.77%104.30%
Asset ClassUS Small Cap Value Equities2.01%3.83%-4.20%-12.42%0.39%12.38%113.32%101.18%
Asset ClassEurope Developed Markets Equities1.31%3.05%1.08%7.65%12.84%32.80%87.84%72.81%
Asset ClassPacific Developed Markets Equities1.21%3.26%0.52%2.68%6.19%18.14%50.29%51.34%
Asset ClassLong-Term US Treasuries1.05%0.81%-0.39%2.20%3.98%-19.12%-40.85%-11.72%
Asset ClassIntermediate-Term US Treasuries0.54%0.18%0.87%3.52%7.35%0.37%-13.47%7.35%
Asset Class 3-7 Year Treasuries0.34%0.07%0.99%3.07%7.33%6.25%-2.86%13.07%
Asset ClassShort-Term US Treasuries0.12%0.02%0.64%1.75%5.97%9.16%5.55%14.73%
Asset ClassUS TIPS0.53%0.68%0.35%2.84%7.14%0.99%6.93%23.58%
Asset ClassUS Total Bond Mkt0.57%0.40%0.38%2.21%6.89%4.59%-4.07%14.74%
Asset ClassUS Short-Term Bonds0.24%0.09%0.68%2.13%6.73%9.84%5.83%18.69%
Asset ClassTotal Bond Mkt Ex-US0.43%0.39%1.87%1.79%6.61%7.08%0.88%19.94%
Asset ClassGold1.48%0.65%9.29%20.51%43.73%74.82%282.06%442.05%
Asset ClassBroad Market Commodities0.90%-0.23%-4.22%-4.27%-4.51%-12.12%121.30%35.38%
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