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: Jun 04, 2025

CategoryName1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
PortfolioDavid Swensen Unconventional Success Portfolio0.34%1.16%2.78%3.11%10.77%21.75%41.31%92.47%
PortfolioRay Dalio All Weather Portfolio0.72%1.40%1.48%1.41%7.09%11.10%28.55%83.19%
PortfolioGolden Butterfly Portfolio0.38%1.14%1.73%3.79%13.23%26.71%69.63%134.38%
PortfolioCouch Potato Portfolio0.19%0.99%3.05%2.71%9.31%23.98%47.36%106.13%
PortfolioBogleheads Three Fund Portfolio0.37%1.14%3.35%3.46%10.40%27.18%42.59%95.35%
PortfolioBogleheads Four Fund Portfolio0.30%1.08%3.35%3.79%10.48%27.92%43.36%97.11%
Portfolio60/40 Portfolio0.24%1.17%3.68%2.80%10.30%30.46%49.90%119.63%
PortfolioRick Ferri Core Four Portfolio0.41%1.13%2.91%3.40%10.25%24.69%37.78%84.45%
PortfolioBill Schultheis Coffeehouse Portfolio0.24%0.84%1.87%2.27%8.09%17.29%35.65%79.18%
PortfolioWilliam Bernstein's Coward Portfolio0.13%0.80%2.39%2.59%9.13%21.98%41.87%81.18%
PortfolioHarry Brown Permanent Portfolio0.59%1.38%1.26%4.53%15.12%27.65%64.32%134.04%
Asset ClassUS Total Mkt Equities-0.01%1.44%6.24%4.37%14.04%49.05%94.76%219.09%
Asset ClassDeveloped Markets Ex-US Equities0.52%1.47%4.84%8.29%14.09%36.27%61.34%85.67%
Asset ClassUS Real Estate Equities0.28%1.12%0.66%-1.56%11.45%2.94%27.45%73.03%
Asset ClassEmerging Mkts Equities1.24%1.35%4.23%5.27%14.45%18.32%26.84%44.79%
Asset ClassInternational Ex-US Mkts Equities0.65%1.38%4.57%7.25%14.36%32.40%55.08%76.85%
Asset ClassUS Growth Equities0.36%2.00%9.36%8.59%19.09%75.77%116.74%322.03%
Asset ClassUS Large Cap Blend Equities-0.06%1.37%6.15%4.33%14.17%51.72%100.93%238.48%
Asset ClassUS Large Cap Value Equities-0.52%0.77%2.43%-0.12%9.74%29.50%79.47%160.78%
Asset ClassUS Small Cap Blend Equities-0.05%1.01%4.90%2.05%7.49%23.37%61.18%118.22%
Asset ClassUS Small Cap Value Equities-0.50%0.31%3.85%0.61%5.30%20.30%79.08%112.24%
Asset ClassEurope Developed Markets Equities0.66%1.38%4.72%7.42%14.66%44.01%71.05%90.19%
Asset ClassPacific Developed Markets Equities0.58%1.81%4.70%8.36%10.63%26.66%39.80%70.51%
Asset ClassLong-Term US Treasuries1.62%1.58%-1.35%-3.34%-2.85%-16.97%-36.27%-4.74%
Asset ClassIntermediate-Term US Treasuries0.74%1.01%-0.18%1.01%4.77%1.22%-11.61%11.50%
Asset Class 3-7 Year Treasuries0.43%0.65%0.03%1.54%5.88%6.73%-2.06%15.32%
Asset ClassShort-Term US Treasuries0.18%0.31%0.11%1.04%5.38%9.13%5.79%15.25%
Asset ClassUS TIPS0.39%0.57%-0.12%0.77%4.67%1.59%7.90%27.68%
Asset ClassUS Total Bond Mkt0.62%0.84%0.11%0.52%4.74%5.44%-3.81%17.78%
Asset ClassUS Short-Term Bonds0.24%0.45%0.23%1.33%5.99%10.09%5.76%19.78%
Asset ClassTotal Bond Mkt Ex-US0.06%0.28%0.07%2.39%5.83%9.68%0.76%23.75%
Asset ClassGold0.62%2.33%0.02%15.95%44.66%81.00%296.14%462.01%
Asset ClassBroad Market Commodities-0.37%1.09%3.33%-1.75%-0.86%-20.52%92.74%39.09%
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