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: Jul 07, 2025

CategoryName1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
PortfolioDavid Swensen Unconventional Success Portfolio-0.70%-0.08%1.80%15.20%10.71%30.66%44.90%96.94%
PortfolioRay Dalio All Weather Portfolio-0.61%-0.45%1.95%8.70%6.44%17.38%25.20%85.22%
PortfolioGolden Butterfly Portfolio-0.53%0.40%1.83%11.68%13.43%34.99%71.53%137.41%
PortfolioCouch Potato Portfolio-0.45%0.21%2.55%13.21%9.02%33.13%50.18%112.50%
PortfolioBogleheads Three Fund Portfolio-0.66%-0.09%2.14%15.51%10.19%36.24%45.50%102.34%
PortfolioBogleheads Four Fund Portfolio-0.64%-0.03%2.04%15.50%10.51%36.91%46.41%103.36%
Portfolio60/40 Portfolio-0.59%0.19%2.64%15.65%9.97%39.63%53.72%127.88%
PortfolioRick Ferri Core Four Portfolio-0.69%-0.21%1.87%14.67%10.11%32.54%40.06%88.71%
PortfolioBill Schultheis Coffeehouse Portfolio-0.65%0.26%1.77%12.75%9.34%24.67%41.60%85.20%
PortfolioWilliam Bernstein's Coward Portfolio-0.59%0.33%1.89%12.96%10.20%29.55%48.01%87.13%
PortfolioHarry Brown Permanent Portfolio-0.41%-0.13%1.38%8.99%13.60%33.98%59.31%135.07%
Asset ClassUS Total Mkt Equities-0.79%0.85%3.78%25.75%13.79%63.97%104.94%235.99%
Asset ClassDeveloped Markets Ex-US Equities-1.24%-0.88%1.16%24.76%15.35%51.92%65.50%89.23%
Asset ClassUS Real Estate Equities-0.86%0.21%0.14%12.95%11.07%9.81%37.49%71.15%
Asset ClassEmerging Mkts Equities-1.42%-0.35%2.54%26.00%13.17%29.24%23.85%56.17%
Asset ClassInternational Ex-US Mkts Equities-1.24%-0.67%1.39%24.44%14.91%46.39%56.20%82.96%
Asset ClassUS Growth Equities-0.74%0.19%3.99%33.30%13.77%89.95%113.59%343.37%
Asset ClassUS Large Cap Blend Equities-0.80%0.76%3.83%25.31%13.40%66.74%111.40%255.89%
Asset ClassUS Large Cap Value Equities-0.80%1.37%3.50%16.59%13.62%44.08%100.85%173.71%
Asset ClassUS Small Cap Blend Equities-1.06%1.88%3.30%24.62%12.80%38.88%77.44%131.10%
Asset ClassUS Small Cap Value Equities-1.18%2.68%4.01%23.03%13.04%39.77%110.31%127.87%
Asset ClassEurope Developed Markets Equities-0.71%-0.39%0.88%24.87%16.59%62.56%74.48%91.10%
Asset ClassPacific Developed Markets Equities-2.23%-2.00%0.75%24.12%9.75%37.04%43.59%76.05%
Asset ClassLong-Term US Treasuries-0.95%-2.02%1.20%-1.42%-2.95%-14.59%-39.48%-3.48%
Asset ClassIntermediate-Term US Treasuries-0.32%-1.05%1.16%0.48%4.15%2.40%-12.96%11.27%
Asset Class 3-7 Year Treasuries-0.09%-0.65%0.91%0.69%5.26%7.70%-2.57%14.93%
Asset ClassShort-Term US Treasuries-0.02%-0.25%0.47%0.66%4.96%10.06%5.92%15.26%
Asset ClassUS TIPS-0.13%-0.40%1.28%1.29%4.54%5.98%6.17%27.87%
Asset ClassUS Total Bond Mkt-0.33%-0.75%1.04%1.44%4.47%7.38%-4.89%18.29%
Asset ClassUS Short-Term Bonds-0.05%-0.32%0.71%1.04%5.56%11.14%5.58%19.85%
Asset ClassTotal Bond Mkt Ex-US-0.12%-0.19%0.27%1.36%5.54%10.72%-0.18%23.91%
Asset ClassGold0.08%0.90%0.29%11.74%39.36%90.15%264.33%459.79%
Asset ClassBroad Market Commodities-0.09%2.06%2.72%10.42%-1.43%-5.15%94.21%47.33%
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