All Portfolios

Total Return by Period

Updated: Apr 02, 2026

CategoryName1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
PortfolioDavid Swensen Unconventional Success0.38%2.02%-2.46%0.12%12.49%33.59%24.75%104.46%
PortfolioRay Dalio All Weather0.56%1.89%-1.69%2.21%11.73%26.85%20.45%85.57%
PortfolioGolden Butterfly-0.04%2.31%-3.04%1.60%17.50%45.51%42.68%128.31%
PortfolioCouch Potato0.28%1.30%-1.85%-1.28%10.50%35.49%34.71%124.18%
PortfolioBogleheads Three Fund0.15%1.65%-1.90%-0.95%14.45%39.96%33.84%122.71%
PortfolioBogleheads Four Fund0.10%1.63%-1.94%-1.00%14.25%40.07%33.78%122.62%
PortfolioSixty Forty0.32%1.38%-2.26%-1.90%12.46%41.90%37.85%142.61%
PortfolioRick Ferri Core Four0.19%1.79%-1.84%-0.39%13.96%37.17%30.41%108.80%
PortfolioBill Schultheis Coffeehouse0.39%1.52%-1.75%0.86%11.81%32.70%27.00%101.71%
PortfolioWilliam Bernstein's Coward0.14%1.30%-1.47%0.68%13.17%35.24%32.10%106.21%
PortfolioHarry Brown Permanent-0.10%2.61%-3.28%1.36%17.47%44.89%41.72%108.98%
Asset ClassGold (GLD)-1.92%7.18%-7.88%7.82%49.02%132.69%165.10%269.70%
Asset ClassAgricultural Commodities (DBA)0.22%0.18%2.84%6.26%3.50%49.72%81.94%55.80%
Asset ClassIndustrial Metals (DBB)-0.80%3.24%-1.46%2.35%27.41%35.85%47.03%127.62%
Asset ClassCommodities Broad Basket (DBC)2.27%3.13%10.60%31.00%33.75%38.61%99.21%168.81%
Asset ClassUS Dollar (UUP)0.47%0.18%1.38%2.77%1.30%15.47%29.25%36.09%
Asset ClassUS Equities (VTI)0.16%1.64%-3.33%-3.42%17.86%64.74%65.97%262.73%
Asset ClassEurope Equities (VGK)-0.48%3.82%-1.46%-1.12%21.58%49.69%53.01%138.14%
Asset ClassLatin America Equities (ILF)-0.17%4.46%4.30%15.54%55.92%76.43%87.61%135.44%
Asset ClassPacific Developed Equities (VPL)-1.34%2.93%-1.39%7.23%40.59%59.30%40.26%143.71%
Asset ClassIndia Equities (INDA)-0.13%0.09%-7.39%-14.50%-9.52%19.24%18.44%94.32%
Asset ClassChina Equities (FXI)0.00%1.80%-0.06%-10.70%2.58%30.22%-16.05%36.34%
Asset ClassEmerging Markets Equities (EEM)-1.12%2.02%-1.80%0.62%32.04%54.20%18.21%109.53%
Asset ClassDeveloped Markets Equities (VEA)-0.77%3.46%-1.58%2.45%30.35%56.43%52.07%147.40%
Asset ClassUS Real Estate Equities (VNQ)1.36%2.86%-3.57%3.03%2.96%23.62%16.67%60.32%
Asset ClassIntl Real Estate Equities (VNQI)-0.29%2.31%-6.16%-2.61%15.02%24.96%-1.90%28.50%
Asset ClassUS Market Bonds (BND)0.56%0.98%-0.69%0.35%4.27%11.23%1.71%18.33%
Asset ClassDeveloped Markets Bonds (BNDX)0.13%0.69%-1.05%-0.06%2.63%11.95%0.98%18.79%
Asset ClassEmerging Markets Bonds (EMB)0.60%1.03%-2.03%-1.11%9.38%27.91%10.08%37.50%
Asset ClassLong-Term US Treasuries (TLT)1.01%1.19%-1.86%0.84%-1.13%-8.18%-25.83%-12.93%
Asset ClassShort-Term US Treasuries (SHY)0.35%0.47%-0.10%0.27%3.36%11.89%8.52%17.35%
Asset Class7-10 Year US Treasuries (IEF)0.57%1.04%-0.97%0.09%3.50%6.43%-3.87%7.81%
Asset ClassUS High Yield Bonds (HYG)0.72%1.30%-0.17%0.08%6.94%26.90%20.34%66.10%
Asset ClassUS TIPS (TIP)0.41%0.96%-0.37%0.86%3.09%9.33%6.82%27.95%
Asset ClassUS Municipal Bonds (MUB)0.43%1.11%-0.79%0.09%4.44%8.53%4.78%21.92%
Asset ClassUS Corporate Bonds (LQD)0.83%1.56%-0.87%0.17%4.81%13.59%1.16%30.09%
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