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.
Lazy Portfolios
The table below compares the performance of well-known “lazy portfolios” across multiple timeframes. These diversified strategies blend major asset classes—U.S., international, and emerging equities along with bonds and real assets—to show how different allocation styles have performed recently and over longer horizons.
Total Return by Period
Updated: Nov 24, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.72% | 0.51% | -2.07% | 2.04% | 6.75% | 24.55% | 14.48% | 54.48% |
| Ray Dalio All Weather | 0.84% | 0.80% | -1.27% | 4.27% | 7.58% | 20.40% | 8.43% | 51.96% |
| Golden Butterfly | 0.85% | 1.24% | -0.65% | 5.21% | 11.75% | 38.20% | 33.10% | 88.38% |
| Couch Potato | 0.75% | 0.47% | -1.59% | 1.62% | 7.05% | 31.85% | 26.80% | 81.32% |
| Bogleheads Three Fund | 0.73% | 0.30% | -1.76% | 2.22% | 9.39% | 32.69% | 24.80% | 71.21% |
| Bogleheads Four Fund | 0.70% | 0.23% | -1.78% | 2.13% | 8.92% | 32.75% | 24.99% | 71.67% |
| Sixty Forty | 0.94% | 0.64% | -1.71% | 2.40% | 7.56% | 37.33% | 34.20% | 94.90% |
| Rick Ferri Core Four | 0.62% | 0.25% | -1.78% | 1.90% | 8.76% | 28.45% | 19.41% | 56.41% |
| Bill Schultheis Coffeehouse | 0.43% | 0.64% | -1.64% | 0.86% | 3.36% | 19.41% | 16.59% | 48.82% |
| William Bernstein's Coward | 0.38% | 0.32% | -1.45% | 0.99% | 5.05% | 21.50% | 23.05% | 57.46% |
| Harry Brown Permanent | 0.84% | 0.99% | -0.32% | 7.19% | 15.75% | 41.54% | 28.65% | 83.38% |
Asset Classes
The table below shows recent and long-term total returns for major global asset classes, including regional equities, bonds, and real assets. It highlights how each market segment has contributed to portfolio performance and where relative strength or weakness has emerged across regions and asset types.
Total Return by Period
Updated: Nov 24, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Gold (GLD) | 1.58% | 2.30% | 3.59% | 21.83% | 52.18% | 132.94% | 124.29% | 275.51% |
| Commodities Broad Basket (DBC) | 0.49% | -1.31% | -0.70% | 2.82% | 0.35% | -8.56% | 61.14% | 58.54% |
| US Equities (VTI) | 1.49% | 0.68% | -2.60% | 3.32% | 10.84% | 63.06% | 75.26% | 205.34% |
| Emerging Markets Equities (EEM) | 1.05% | -1.20% | -3.68% | 6.87% | 23.98% | 42.07% | 8.25% | 58.10% |
| Developed Markets Equities (VEA) | 0.49% | -0.78% | -2.61% | 2.07% | 21.33% | 39.35% | 31.48% | 58.89% |
| US Real Estate Equities (VNQ) | 0.27% | 1.08% | -3.11% | -1.75% | -6.68% | 3.18% | 5.32% | 12.29% |
| US Market Bonds (BND) | 0.17% | 0.61% | -0.55% | 1.25% | 2.84% | 2.88% | -15.34% | -8.22% |
| Long-Term US Treasuries (TLT) | 0.57% | 1.03% | -1.93% | 3.76% | -0.42% | -12.53% | -43.28% | -25.59% |
| Short-Term US Treasuries (SHY) | 0.01% | 0.27% | -0.06% | 0.19% | 1.26% | 2.28% | -3.88% | -1.84% |