All Portfolios

Total Return by Period

Updated: Apr 30, 2026

CategoryName1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
PortfolioDavid Swensen Unconventional Success1.14%0.71%5.51%3.69%19.77%41.25%28.31%113.72%
PortfolioRay Dalio All Weather0.44%0.06%2.59%2.78%16.59%32.01%21.61%89.14%
PortfolioGolden Butterfly0.82%-0.22%2.61%0.80%20.80%50.47%43.57%129.90%
PortfolioCouch Potato0.64%0.62%5.02%2.62%17.32%43.01%38.12%134.15%
PortfolioBogleheads Three Fund0.96%0.70%5.14%2.61%20.71%47.02%37.83%130.17%
PortfolioBogleheads Four Fund0.99%0.73%5.17%2.55%20.39%47.16%38.00%130.15%
PortfolioSixty Forty0.74%0.62%5.58%2.61%20.21%49.91%41.96%152.77%
PortfolioRick Ferri Core Four1.03%0.69%4.88%2.78%19.69%43.82%33.98%115.17%
PortfolioBill Schultheis Coffeehouse1.02%0.48%4.14%3.04%18.35%38.79%29.49%106.54%
PortfolioWilliam Bernstein's Coward1.03%0.73%4.59%3.13%19.56%41.77%36.13%112.09%
PortfolioHarry Brown Permanent0.65%-0.38%1.71%-0.22%18.19%48.41%41.54%109.33%
Asset ClassGold (GLD)1.50%-1.71%-1.34%-4.78%39.47%130.29%155.74%243.77%
Asset ClassAgricultural Commodities (DBA)-0.28%2.30%3.20%9.24%8.29%52.42%72.56%54.47%
Asset ClassIndustrial Metals (DBB)0.93%-1.23%5.56%3.58%43.57%48.37%43.52%127.86%
Asset ClassCommodities Broad Basket (DBC)0.06%4.05%6.03%27.30%56.16%51.82%99.20%155.30%
Asset ClassUS Dollar (UUP)-0.91%-0.62%-1.79%1.90%3.25%12.82%29.15%36.43%
Asset ClassUS Equities (VTI)1.13%1.25%9.40%4.33%31.36%78.86%75.03%292.00%
Asset ClassEurope Equities (VGK)2.35%0.77%4.71%0.06%23.30%51.55%55.36%138.94%
Asset ClassLatin America Equities (ILF)2.19%-1.01%2.30%3.05%53.49%75.40%85.03%122.18%
Asset ClassPacific Developed Equities (VPL)2.83%2.89%8.99%8.58%47.23%74.23%53.65%154.79%
Asset ClassIndia Equities (INDA)0.80%0.02%5.94%-4.48%-7.75%21.31%29.64%104.49%
Asset ClassChina Equities (FXI)1.24%0.82%3.46%-7.12%11.39%40.36%-10.95%39.79%
Asset ClassEmerging Markets Equities (EEM)2.07%2.63%13.08%8.27%49.79%76.78%33.37%133.10%
Asset ClassDeveloped Markets Equities (VEA)2.56%1.64%6.44%4.11%34.23%63.70%59.10%151.79%
Asset ClassUS Real Estate Equities (VNQ)1.51%0.88%6.76%7.23%13.41%31.50%17.58%72.13%
Asset ClassIntl Real Estate Equities (VNQI)2.12%0.30%5.38%-1.48%15.30%28.79%1.35%30.59%
Asset ClassUS Market Bonds (BND)0.15%-0.31%-0.11%-0.01%3.99%12.08%0.82%18.30%
Asset ClassDeveloped Markets Bonds (BNDX)0.40%-0.08%0.19%-0.41%1.31%12.62%1.41%19.23%
Asset ClassEmerging Markets Bonds (EMB)0.31%-0.14%1.95%0.52%12.10%31.83%10.10%38.89%
Asset ClassLong-Term US Treasuries (TLT)-0.09%-1.07%-1.35%-0.63%-0.33%-6.60%-27.52%-12.13%
Asset ClassShort-Term US Treasuries (SHY)0.11%0.00%0.15%0.25%2.64%12.18%8.59%17.60%
Asset Class7-10 Year US Treasuries (IEF)0.19%-0.41%-0.29%-0.06%2.38%7.06%-4.73%8.23%
Asset ClassUS High Yield Bonds (HYG)0.31%0.01%1.03%0.55%8.38%28.41%20.66%63.13%
Asset ClassUS TIPS (TIP)0.15%-0.01%0.68%0.98%3.57%11.58%6.08%29.23%
Asset ClassUS Municipal Bonds (MUB)0.08%-0.19%0.60%0.12%5.62%10.07%4.57%22.23%
Asset ClassUS Corporate Bonds (LQD)0.11%-0.61%-0.25%-0.44%5.46%15.21%0.30%28.72%
Subscribe To Our Newsletter
Stay ahead with weekly market updates, portfolio performance insights, and smart investing tips—straight to your inbox.