All Portfolios
Total Return by Period
Updated: Dec 19, 2025
| Category | Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | David Swensen Unconventional Success | -0.11% | -0.27% | 1.01% | 0.34% | 11.09% | 28.59% | 13.81% | 58.04% |
| Portfolio | Ray Dalio All Weather | -0.06% | 0.19% | 0.69% | 1.38% | 10.30% | 21.98% | 7.03% | 53.01% |
| Portfolio | Golden Butterfly | 0.03% | 0.20% | 2.50% | 3.63% | 17.87% | 43.89% | 34.54% | 93.36% |
| Portfolio | Couch Potato | 0.19% | -0.04% | 1.37% | 0.49% | 9.56% | 36.51% | 25.41% | 85.36% |
| Portfolio | Bogleheads Three Fund | 0.06% | -0.16% | 1.70% | 1.14% | 12.27% | 37.72% | 24.01% | 76.00% |
| Portfolio | Bogleheads Four Fund | 0.06% | -0.39% | 1.45% | 0.93% | 11.48% | 37.41% | 23.43% | 76.39% |
| Portfolio | Sixty Forty | 0.48% | 0.04% | 1.97% | 1.19% | 10.41% | 43.09% | 32.75% | 101.41% |
| Portfolio | Rick Ferri Core Four | -0.09% | -0.26% | 1.35% | 0.80% | 11.81% | 32.21% | 18.51% | 60.26% |
| Portfolio | Bill Schultheis Coffeehouse | -0.01% | -0.30% | 1.53% | 0.68% | 9.26% | 23.86% | 16.76% | 54.72% |
| Portfolio | William Bernstein's Coward | -0.03% | -0.34% | 1.67% | 1.05% | 9.61% | 25.99% | 23.40% | 63.20% |
| Portfolio | Harry Brown Permanent | -0.03% | 0.26% | 1.72% | 4.25% | 19.86% | 44.14% | 29.85% | 84.44% |
| Asset Class | Gold (GLD) | 0.11% | 0.91% | 6.61% | 17.64% | 66.54% | 135.99% | 126.15% | 288.87% |
| Asset Class | Agricultural Commodities (DBA) | 0.19% | -1.21% | 1.24% | -2.86% | -4.13% | 32.19% | 67.84% | 28.81% |
| Asset Class | Industrial Metals (DBB) | 1.12% | 2.07% | 6.24% | 12.08% | 15.33% | 14.92% | 26.83% | 94.84% |
| Asset Class | Commodities Broad Basket (DBC) | 0.71% | -0.31% | 1.42% | 2.65% | 4.43% | -5.11% | 55.55% | 73.76% |
| Asset Class | US Dollar (UUP) | 0.32% | 0.43% | -1.13% | 2.33% | -8.42% | 0.68% | 15.70% | 10.08% |
| Asset Class | US Equities (VTI) | 0.89% | 0.07% | 3.84% | 2.37% | 15.95% | 75.89% | 73.78% | 223.10% |
| Asset Class | Europe Equities (VGK) | -0.48% | 0.12% | 4.68% | 4.63% | 29.08% | 50.06% | 36.71% | 66.41% |
| Asset Class | Latin America Equities (ILF) | 0.10% | -3.91% | 1.31% | 5.89% | 43.74% | 32.40% | 2.23% | 39.75% |
| Asset Class | Pacific Developed Equities (VPL) | -1.90% | -2.61% | 0.65% | 1.19% | 24.26% | 38.31% | 13.26% | 58.02% |
| Asset Class | India Equities (INDA) | 1.63% | 1.90% | -0.11% | 0.39% | 0.71% | 27.32% | 37.68% | 98.72% |
| Asset Class | China Equities (FXI) | 1.02% | -1.23% | -0.31% | -5.69% | 27.65% | 41.08% | -15.63% | 7.73% |
| Asset Class | Emerging Markets Equities (EEM) | 0.98% | -0.96% | 1.17% | 1.34% | 27.60% | 41.93% | 5.35% | 64.48% |
| Asset Class | Canada Equities (EWC) | 0.86% | -0.39% | 6.44% | 5.82% | 35.42% | 65.47% | 73.27% | 150.26% |
| Asset Class | Developed Markets Equities (VEA) | -1.07% | -1.02% | 3.46% | 3.67% | 28.03% | 47.73% | 30.96% | 68.78% |
| Asset Class | US Real Estate Equities (VNQ) | -0.38% | -0.96% | -1.09% | -3.34% | 0.84% | 6.98% | 4.31% | 11.14% |
| Asset Class | Intl Real Estate Equities (VNQI) | -4.40% | -4.30% | -3.16% | -4.84% | 11.46% | 11.49% | -16.25% | -11.62% |
| Asset Class | Japan Equities (EWJ) | 0.76% | -4.07% | -0.75% | -0.26% | 21.37% | 46.59% | 21.05% | 563.76% |
| Asset Class | Singapore Equities (EWS) | 0.22% | -2.92% | -2.50% | -6.59% | 23.76% | 44.71% | 25.26% | 160.95% |
| Asset Class | US Market Bonds (BND) | -0.15% | 0.01% | -0.64% | -0.52% | 2.85% | 1.75% | -15.96% | -8.55% |
| Asset Class | Developed Markets Bonds (BNDX) | -0.23% | -1.95% | -2.68% | -2.35% | -3.60% | 0.17% | -17.63% | -9.10% |
| Asset Class | Emerging Markets Bonds (EMB) | -0.44% | 0.01% | 0.12% | 1.36% | 8.24% | 13.30% | -16.45% | -9.16% |
| Asset Class | Long-Term US Treasuries (TLT) | -0.76% | 0.24% | -2.18% | -1.65% | -0.30% | -15.36% | -44.00% | -28.42% |
| Asset Class | Short-Term US Treasuries (SHY) | -0.33% | -0.13% | -0.33% | -0.24% | 1.21% | 1.76% | -4.18% | -2.05% |
| Asset Class | 7-10 Year US Treasuries (IEF) | -0.55% | 0.05% | -0.98% | -0.40% | 4.30% | -0.89% | -19.53% | -9.36% |
| Asset Class | US High Yield Bonds (HYG) | -0.52% | -0.26% | -0.01% | -1.11% | 2.91% | 8.55% | -7.29% | 0.15% |
| Asset Class | US TIPS (TIP) | -0.51% | -0.26% | -0.97% | -1.35% | 3.40% | 2.58% | -13.46% | 0.42% |
| Asset Class | US Municipal Bonds (MUB) | -0.29% | -0.13% | -0.42% | 0.23% | 0.88% | 1.09% | -8.73% | -3.49% |
| Asset Class | US Corporate Bonds (LQD) | -0.65% | -0.04% | -0.71% | -1.44% | 3.35% | 3.22% | -19.71% | -3.73% |
| Sector | Energy | 0.00% | -3.03% | -50.65% | -50.15% | -47.04% | -47.93% | 12.01% | -25.88% |
| Sector | Financials | 0.55% | -0.20% | 6.14% | 1.09% | 14.73% | 63.51% | 92.49% | 130.91% |
| Sector | Communication Services | 0.04% | -0.03% | 4.13% | -2.42% | 19.59% | 147.23% | 73.63% | |
| Sector | Consumer Discretionary | -0.40% | 0.95% | -45.96% | -49.52% | -46.63% | -6.18% | -23.84% | 55.64% |
| Sector | Consumer Staples | -0.52% | -0.81% | 1.13% | -0.76% | -1.10% | 6.14% | 15.97% | 55.85% |
| Sector | Health Care | 0.67% | 0.57% | 0.21% | 12.86% | 13.69% | 15.25% | 37.12% | 116.37% |
| Sector | Industrials | 0.86% | -0.56% | 4.16% | 1.79% | 17.83% | 60.28% | 75.44% | 194.85% |
| Sector | Materials | 0.44% | 0.49% | -47.46% | -50.05% | -46.33% | -41.88% | -37.17% | 5.05% |
| Sector | Real Estate | -0.37% | -1.03% | -1.39% | -3.63% | 0.67% | 10.31% | 10.68% | 31.45% |
| Sector | Technology | 2.16% | 0.63% | -47.07% | -48.16% | -37.80% | 15.12% | 12.75% | 236.98% |
| Sector | Utilities | -1.27% | -0.47% | -51.64% | -49.82% | -43.33% | -38.79% | -31.56% | -0.49% |