All Portfolios

Total Return by Period

Updated: Jul 08, 2026

CategoryName1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
PortfolioDavid Swensen Unconventional Success-0.55%-0.29%1.30%4.59%15.56%41.57%24.84%103.87%
PortfolioRay Dalio All Weather-0.16%-0.06%0.51%0.71%11.37%29.89%14.11%69.14%
PortfolioGolden Butterfly-0.56%-0.31%1.06%-0.13%14.04%46.02%37.39%109.63%
PortfolioCouch Potato-0.24%0.29%1.51%4.45%11.85%41.13%35.17%127.96%
PortfolioBogleheads Three Fund-0.28%-0.20%1.81%4.78%15.34%47.22%36.63%127.89%
PortfolioBogleheads Four Fund-0.30%-0.26%1.81%4.84%15.07%47.27%37.02%128.09%
PortfolioSixty Forty-0.30%-0.23%1.89%5.85%14.60%48.69%40.81%148.93%
PortfolioRick Ferri Core Four-0.35%-0.17%1.54%4.21%14.92%44.27%32.21%111.94%
PortfolioBill Schultheis Coffeehouse-0.64%-0.44%1.37%3.95%14.32%39.30%28.70%101.45%
PortfolioWilliam Bernstein's Coward-0.44%-0.21%1.65%4.49%15.38%42.27%36.99%110.66%
PortfolioHarry Brown Permanent-0.35%0.01%0.75%-1.64%12.21%43.86%33.46%89.14%
Asset ClassGold (GLD)-0.81%1.04%-0.03%-14.49%23.11%109.61%121.29%186.89%
Asset ClassAgricultural Commodities (DBA)0.25%2.83%4.90%2.79%11.15%47.14%76.66%49.87%
Asset ClassIndustrial Metals (DBB)0.08%0.71%-3.75%0.42%30.30%55.37%38.10%117.51%
Asset ClassCommodities Broad Basket (DBC)1.65%5.10%-4.70%-3.17%28.59%37.95%66.80%120.54%
Asset ClassUS Dollar (UUP)-0.14%-0.46%1.11%3.20%8.29%15.54%32.84%36.20%
Asset ClassUS Equities (VTI)-0.37%-0.28%3.14%10.09%21.91%75.69%74.87%297.54%
Asset ClassEurope Equities (VGK)-0.97%0.47%3.10%3.02%16.60%61.48%52.96%164.49%
Asset ClassLatin America Equities (ILF)-0.53%0.00%2.63%-8.98%32.47%45.50%59.54%108.44%
Asset ClassPacific Developed Equities (VPL)-0.17%-0.83%2.87%7.76%42.69%78.08%58.47%164.71%
Asset ClassIndia Equities (INDA)-1.38%-1.14%2.85%-0.86%-12.64%12.41%17.98%90.89%
Asset ClassChina Equities (FXI)2.92%4.60%-3.04%-7.15%-7.15%32.73%-14.78%24.47%
Asset ClassEmerging Markets Equities (EEM)0.78%-0.38%2.95%10.43%39.62%80.67%39.25%139.22%
Asset ClassDeveloped Markets Equities (VEA)-0.62%-0.03%2.76%4.67%27.12%70.31%58.31%169.35%
Asset ClassUS Real Estate Equities (VNQ)-1.63%-0.02%-0.90%4.33%11.85%29.05%10.64%58.64%
Asset ClassIntl Real Estate Equities (VNQI)-0.92%0.58%1.19%-3.14%3.11%28.22%-7.36%26.25%
Asset ClassUS Market Bonds (BND)-0.21%-0.16%0.05%-0.43%3.87%13.68%-0.83%14.40%
Asset ClassDeveloped Markets Bonds (BNDX)-0.40%-0.68%0.08%0.08%1.65%13.39%0.82%15.44%
Asset ClassEmerging Markets Bonds (EMB)-0.16%0.17%0.88%1.14%9.42%31.87%8.99%32.21%
Asset ClassLong-Term US Treasuries (TLT)-0.22%-0.99%-0.24%-1.97%1.75%-4.26%-32.22%-22.81%
Asset ClassShort-Term US Treasuries (SHY)-0.02%0.29%0.17%-0.14%2.35%12.54%8.41%16.71%
Asset Class7-10 Year US Treasuries (IEF)-0.20%-0.22%0.14%-1.36%2.34%9.50%-7.74%2.78%
Asset ClassUS High Yield Bonds (HYG)-0.13%0.55%0.70%0.21%5.05%28.11%18.80%57.05%
Asset ClassUS TIPS (TIP)-0.11%0.86%-0.10%-1.18%1.98%11.19%1.87%23.15%
Asset ClassUS Municipal Bonds (MUB)-0.31%-0.13%0.35%0.46%5.72%10.24%3.68%19.82%
Asset ClassUS Corporate Bonds (LQD)-0.19%-0.38%-0.10%-0.93%3.78%16.10%-3.33%22.57%
Subscribe To Our Newsletter
Stay ahead with weekly market updates, portfolio performance insights, and smart investing tips—straight to your inbox.