All Portfolios
Total Return by Period
Updated: Nov 28, 2025
| Category | Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | David Swensen Unconventional Success | 0.20% | 2.24% | 0.75% | 3.44% | 7.05% | 27.49% | 15.93% | 55.99% |
| Portfolio | Ray Dalio All Weather | 0.08% | 1.93% | 0.66% | 5.20% | 7.69% | 22.56% | 7.56% | 51.48% |
| Portfolio | Golden Butterfly | 0.30% | 2.30% | 1.57% | 6.43% | 13.19% | 41.73% | 35.00% | 88.47% |
| Portfolio | Couch Potato | 0.15% | 1.98% | 0.08% | 2.75% | 7.39% | 34.84% | 27.97% | 81.45% |
| Portfolio | Bogleheads Three Fund | 0.23% | 2.18% | 0.35% | 3.71% | 10.34% | 36.04% | 26.40% | 71.95% |
| Portfolio | Bogleheads Four Fund | 0.24% | 2.16% | 0.27% | 3.62% | 9.97% | 35.69% | 26.18% | 72.00% |
| Portfolio | Sixty Forty | 0.25% | 2.39% | 0.33% | 3.79% | 8.40% | 41.30% | 35.74% | 97.60% |
| Portfolio | Rick Ferri Core Four | 0.21% | 2.02% | 0.48% | 3.32% | 9.55% | 31.26% | 20.22% | 57.94% |
| Portfolio | Bill Schultheis Coffeehouse | 0.19% | 1.97% | 1.08% | 2.24% | 4.19% | 22.33% | 18.33% | 50.50% |
| Portfolio | William Bernstein's Coward | 0.23% | 1.77% | 0.75% | 2.37% | 5.93% | 23.96% | 24.47% | 59.70% |
| Portfolio | Harry Brown Permanent | 0.30% | 1.90% | 1.26% | 7.39% | 16.92% | 44.38% | 30.74% | 82.42% |
| Asset Class | Gold (GLD) | 1.24% | 3.64% | 5.37% | 21.95% | 59.30% | 138.36% | 131.17% | 279.23% |
| Asset Class | Agricultural Commodities (DBA) | 1.11% | 2.09% | 0.19% | -4.86% | -1.75% | 33.30% | 68.71% | 27.02% |
| Asset Class | Industrial Metals (DBB) | 1.10% | 3.14% | 0.14% | 11.52% | 8.70% | 13.89% | 27.79% | 88.51% |
| Asset Class | Commodities Broad Basket (DBC) | 1.32% | 2.35% | 0.79% | 3.83% | 4.25% | -7.50% | 64.48% | 60.70% |
| Asset Class | US Dollar (UUP) | -0.07% | -0.63% | 0.00% | 3.07% | -5.65% | -2.18% | 13.93% | 8.67% |
| Asset Class | US Equities (VTI) | 0.56% | 3.86% | 0.27% | 5.69% | 12.78% | 69.89% | 78.72% | 210.88% |
| Asset Class | Europe Equities (VGK) | 0.65% | 3.09% | 1.53% | 3.86% | 24.82% | 46.37% | 38.87% | 57.27% |
| Asset Class | Latin America Equities (ILF) | 0.68% | 4.50% | 5.88% | 14.94% | 32.22% | 23.03% | 15.71% | 34.97% |
| Asset Class | Pacific Developed Equities (VPL) | 0.00% | 2.40% | -0.87% | 5.59% | 22.63% | 38.61% | 17.41% | 54.66% |
| Asset Class | India Equities (INDA) | 0.07% | 0.92% | 1.37% | 5.25% | -0.33% | 25.63% | 47.94% | 98.37% |
| Asset Class | China Equities (FXI) | 0.41% | 2.09% | -0.45% | 1.59% | 30.42% | 47.23% | -18.70% | 5.05% |
| Asset Class | Emerging Markets Equities (EEM) | 0.15% | 2.30% | -1.77% | 8.95% | 25.77% | 41.42% | 8.55% | 58.60% |
| Asset Class | Canada Equities (EWC) | 0.86% | 4.50% | 3.86% | 8.01% | 23.04% | 52.40% | 72.79% | 123.31% |
| Asset Class | Developed Markets Equities (VEA) | 0.47% | 3.01% | 0.97% | 4.87% | 23.88% | 44.50% | 33.85% | 61.35% |
| Asset Class | US Real Estate Equities (VNQ) | 0.33% | 1.98% | 2.42% | -0.98% | -7.36% | 6.07% | 7.60% | 13.48% |
| Asset Class | Intl Real Estate Equities (VNQI) | 0.02% | 1.96% | 1.44% | 1.53% | 10.69% | 14.29% | -11.21% | -10.20% |
| Asset Class | Japan Equities (EWJ) | -0.30% | 2.24% | -0.53% | 6.04% | 22.29% | 50.41% | 25.34% | 560.38% |
| Asset Class | Singapore Equities (EWS) | 0.96% | 2.79% | -0.21% | 1.03% | 25.90% | 50.37% | 29.69% | 166.57% |
| Asset Class | US Market Bonds (BND) | -0.16% | 0.35% | 0.27% | 1.33% | 1.98% | 3.57% | -15.38% | -8.18% |
| Asset Class | Developed Markets Bonds (BNDX) | -0.04% | 0.18% | -0.40% | 0.69% | -1.29% | 1.49% | -15.19% | -6.74% |
| Asset Class | Emerging Markets Bonds (EMB) | 0.03% | 0.60% | 0.06% | 2.77% | 5.27% | 13.19% | -15.50% | -10.67% |
| Asset Class | Long-Term US Treasuries (TLT) | -0.47% | 0.79% | -0.09% | 4.17% | -3.01% | -11.54% | -43.70% | -26.56% |
| Asset Class | Short-Term US Treasuries (SHY) | 0.00% | 0.06% | 0.12% | 0.12% | 1.05% | 2.34% | -3.83% | -1.77% |
| Asset Class | 7-10 Year US Treasuries (IEF) | -0.17% | 0.32% | 0.67% | 1.40% | 2.86% | 0.79% | -19.07% | -8.71% |
| Asset Class | US High Yield Bonds (HYG) | 0.05% | 0.77% | 0.24% | 0.16% | 1.39% | 8.65% | -6.27% | -2.70% |
| Asset Class | US TIPS (TIP) | -0.22% | 0.22% | -0.11% | 0.08% | 2.59% | 4.22% | -11.89% | 0.04% |
| Asset Class | US Municipal Bonds (MUB) | 0.03% | 0.25% | -0.05% | 2.84% | -0.79% | 1.57% | -8.09% | -2.29% |
| Asset Class | US Corporate Bonds (LQD) | -0.17% | 0.85% | 0.57% | 1.88% | 1.81% | 5.07% | -18.94% | -3.94% |
| Sector | Energy | 1.31% | 1.15% | 2.63% | 0.07% | -4.91% | -0.28% | 132.46% | 31.93% |
| Sector | Financials | 0.72% | 3.21% | 1.83% | -1.22% | 4.04% | 49.38% | 87.32% | 114.78% |
| Sector | Communication Services | 0.81% | 3.12% | 0.51% | 3.59% | 17.90% | 133.49% | 75.82% | |
| Sector | Consumer Discretionary | 0.62% | 4.86% | -1.45% | 2.04% | 7.46% | 67.35% | 49.45% | 189.74% |
| Sector | Consumer Staples | 0.58% | 1.89% | 4.05% | -1.75% | -4.14% | 4.89% | 18.60% | 59.25% |
| Sector | Health Care | -0.49% | 1.97% | 9.29% | 14.71% | 7.28% | 16.11% | 44.05% | 118.02% |
| Sector | Industrials | 0.58% | 2.71% | -0.88% | 1.11% | 7.34% | 53.58% | 73.04% | 179.44% |
| Sector | Materials | 0.57% | 3.53% | 4.35% | -3.12% | -5.20% | 10.64% | 24.67% | 94.14% |
| Sector | Real Estate | 0.48% | 1.88% | 1.88% | -1.51% | -7.83% | 8.69% | 13.17% | 33.31% |
| Sector | Technology | 0.86% | 4.77% | -4.81% | 9.06% | 23.59% | 121.09% | 133.34% | 545.37% |
| Sector | Utilities | 0.71% | 2.81% | 1.72% | 7.48% | 9.32% | 30.05% | 42.14% | 109.99% |