Portfolio Crunch

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.

Asset Class Performance

Last Update: May 17, 2024
Asset Class1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
Equities, US Total Mkt0.14%1.64%6.95%6.60%27.89%28.60%95.51%222.71%
Equities, Developed Ex-US0.35%1.47%6.77%6.56%14.73%8.90%46.84%64.93%
Equities, US Real Estate-0.01%2.41%7.45%1.67%9.87%-2.46%17.94%70.65%
Equities, Emerging Mkts0.44%3.03%10.27%9.09%15.49%-12.40%22.40%28.06%
Equities, International Ex-US Mkts0.44%1.90%7.46%7.18%15.16%4.99%42.11%57.65%
Equities, US Large Cap Blend0.15%1.65%6.92%6.93%28.21%34.49%102.51%239.80%
Equities, US Large Cap Value0.27%1.39%4.93%7.21%22.03%27.04%72.52%171.36%
Equities, US Small Cap Blend0.09%1.36%6.71%5.51%21.81%8.43%60.17%141.85%
Equities, US Small Cap Value0.06%1.00%6.04%6.57%24.34%16.44%64.66%137.23%
Equities, Europe Developed0.27%1.68%8.36%8.98%16.10%13.85%53.03%60.68%
Equities, Pacific Developed0.39%1.29%5.20%2.97%12.49%0.79%35.59%67.38%
Fixed Income, Long-Term US Treasuries-0.67%1.41%2.51%-0.92%-7.17%-27.64%-18.74%2.92%
Fixed Income, Int-Term US Treasuries-0.31%0.66%1.49%-0.29%-2.21%-13.15%-4.58%8.31%
Fixed Income, Short-Term US Treasuries-0.06%0.17%0.31%0.27%2.61%-0.42%4.65%9.28%
Fixed Income, US TIPS-0.09%0.50%0.76%0.41%0.34%-5.22%10.74%18.37%
Fixed Income, US Total Mkt-0.25%0.60%1.44%0.19%1.60%-8.45%0.60%13.36%
Fixed Income, US Short-Term-0.08%0.25%0.68%0.33%2.84%-1.71%5.54%13.23%
Fixed Income, Total Mkt Ex-US-0.27%0.14%0.29%0.46%4.83%-5.13%0.34%21.86%
Gold1.60%2.26%1.22%19.26%23.19%28.34%86.93%82.17%

Lazy Portfolio Performance

Last Update: May 17, 2024
Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
David Swensen Unconventional Success0.05%1.52%5.43%3.75%13.03%5.92%40.40%86.40%
Vanguard Balanced0.00%1.21%4.88%4.21%17.08%12.98%52.49%118.14%
Bogleheads Three Fund0.04%1.28%4.85%4.15%14.84%8.57%44.24%90.70%
Bogleheads Four Fund0.04%1.22%4.71%4.18%15.23%8.99%44.13%92.15%
60/40 US Stock Bonds-0.02%1.23%4.74%4.03%17.36%13.12%53.72%119.07%
Rick Ferri Core Four0.05%1.33%4.89%3.86%13.23%5.88%38.41%78.59%
Bill Schultheis Coffeehouse-0.00%1.20%4.48%3.54%12.72%5.30%36.71%80.20%
William Bernstein's Coward0.08%1.07%4.28%3.88%13.69%8.30%40.07%79.46%
Harry Brown Permanent0.25%1.37%2.73%6.29%11.59%5.78%38.28%67.98%

All Portfolios Performance

Last Update: May 17, 2024
Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
David Swensen Unconventional Success0.05%1.52%5.43%3.75%13.03%5.92%40.40%86.40%
Vanguard Balanced0.00%1.21%4.88%4.21%17.08%12.98%52.49%118.14%
Bogleheads Three Fund0.04%1.28%4.85%4.15%14.84%8.57%44.24%90.70%
Bogleheads Four Fund0.04%1.22%4.71%4.18%15.23%8.99%44.13%92.15%
60/40 US Stock Bonds-0.02%1.23%4.74%4.03%17.36%13.12%53.72%119.07%
Rick Ferri Core Four0.05%1.33%4.89%3.86%13.23%5.88%38.41%78.59%
Bill Schultheis Coffeehouse-0.00%1.20%4.48%3.54%12.72%5.30%36.71%80.20%
William Bernstein's Coward0.08%1.07%4.28%3.88%13.69%8.30%40.07%79.46%
Harry Brown Permanent0.25%1.37%2.73%6.29%11.59%5.78%38.28%67.98%
Equities, US Total Mkt0.14%1.64%6.95%6.60%27.89%28.60%95.51%222.71%
Equities, Developed Ex-US0.35%1.47%6.77%6.56%14.73%8.90%46.84%64.93%
Equities, US Real Estate-0.01%2.41%7.45%1.67%9.87%-2.46%17.94%70.65%
Equities, Emerging Mkts0.44%3.03%10.27%9.09%15.49%-12.40%22.40%28.06%
Equities, International Ex-US Mkts0.44%1.90%7.46%7.18%15.16%4.99%42.11%57.65%
Equities, US Large Cap Blend0.15%1.65%6.92%6.93%28.21%34.49%102.51%239.80%
Equities, US Large Cap Value0.27%1.39%4.93%7.21%22.03%27.04%72.52%171.36%
Equities, US Small Cap Blend0.09%1.36%6.71%5.51%21.81%8.43%60.17%141.85%
Equities, US Small Cap Value0.06%1.00%6.04%6.57%24.34%16.44%64.66%137.23%
Equities, Europe Developed0.27%1.68%8.36%8.98%16.10%13.85%53.03%60.68%
Equities, Pacific Developed0.39%1.29%5.20%2.97%12.49%0.79%35.59%67.38%
Fixed Income, Long-Term US Treasuries-0.67%1.41%2.51%-0.92%-7.17%-27.64%-18.74%2.92%
Fixed Income, Int-Term US Treasuries-0.31%0.66%1.49%-0.29%-2.21%-13.15%-4.58%8.31%
Fixed Income, Short-Term US Treasuries-0.06%0.17%0.31%0.27%2.61%-0.42%4.65%9.28%
Fixed Income, US TIPS-0.09%0.50%0.76%0.41%0.34%-5.22%10.74%18.37%
Fixed Income, US Total Mkt-0.25%0.60%1.44%0.19%1.60%-8.45%0.60%13.36%
Fixed Income, US Short-Term-0.08%0.25%0.68%0.33%2.84%-1.71%5.54%13.23%
Fixed Income, Total Mkt Ex-US-0.27%0.14%0.29%0.46%4.83%-5.13%0.34%21.86%
Gold1.60%2.26%1.22%19.26%23.19%28.34%86.93%82.17%

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