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

Total Return by Period

Updated: Sep 26, 2025

Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
David Swensen Unconventional Success Portfolio0.44%-0.14%1.77%4.81%7.07%45.73%38.54%108.78%
Ray Dalio All Weather Portfolio0.18%0.11%2.85%4.72%6.38%32.91%19.46%83.37%
Golden Butterfly Portfolio0.41%0.19%2.96%6.35%12.20%54.07%52.55%122.30%
Couch Potato Portfolio0.32%-0.33%1.51%4.95%9.90%47.43%51.92%133.85%
Bogleheads Three Fund Portfolio0.32%-0.27%1.92%5.31%10.83%53.96%49.28%125.41%
Bogleheads Four Fund Portfolio0.32%-0.24%1.85%5.12%10.84%54.29%50.09%127.20%
60/40 Portfolio0.37%-0.34%1.97%5.59%11.14%56.04%57.47%153.13%
Rick Ferri Core Four Portfolio0.32%-0.22%1.71%4.79%9.58%49.91%44.32%110.09%
Bill Schultheis Coffeehouse Portfolio0.42%-0.18%1.08%4.53%7.10%41.18%45.98%102.97%
William Bernstein's Coward Portfolio0.38%-0.11%1.07%4.04%8.35%42.32%52.12%103.55%
Harry Brown Permanent Portfolio0.28%0.42%3.69%6.54%13.48%51.73%64.32%150.25%

Asset Classes

Total Return by Period

Updated: Sep 26, 2025

Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
US Equities0.63%-0.38%2.82%8.17%16.94%86.88%110.52%297.46%
Europe Equities1.05%0.05%0.85%2.39%13.71%90.73%78.98%123.77%
Latin America Equities0.63%0.42%5.68%11.14%16.60%52.07%91.34%110.66%
Pacific Developed Equities0.07%0.02%2.59%7.51%13.60%66.23%50.21%120.29%
India Equities-0.46%-3.13%0.52%-6.46%-11.07%29.46%70.07%113.34%
China Equities-0.84%-1.47%3.65%9.56%30.04%65.31%11.63%49.94%
Emerging Markets Equities-0.19%-0.57%5.72%9.61%15.81%60.04%37.64%106.76%
Developed Markets Equities0.59%0.08%1.68%5.04%15.05%80.25%71.16%128.10%
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