All Portfolios

Total Return by Period

Updated: Mar 18, 2026

CategoryName1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
PortfolioDavid Swensen Unconventional Success-1.22%-1.33%-3.46%1.33%12.95%38.66%27.54%104.09%
PortfolioRay Dalio All Weather-0.80%-0.94%-0.96%2.56%13.72%30.23%23.11%84.18%
PortfolioGolden Butterfly-1.27%-2.13%-3.29%2.12%19.82%50.38%45.40%126.37%
PortfolioCouch Potato-0.78%-1.01%-1.85%-0.45%12.21%40.85%37.13%125.83%
PortfolioBogleheads Three Fund-1.06%-1.43%-3.26%0.20%14.53%44.99%35.57%121.55%
PortfolioBogleheads Four Fund-1.06%-1.43%-3.29%0.40%14.40%45.01%35.46%121.54%
PortfolioSixty Forty-0.99%-1.41%-2.74%-1.00%13.64%46.97%40.48%142.30%
PortfolioRick Ferri Core Four-1.07%-1.35%-3.29%0.80%13.85%41.92%31.99%107.46%
PortfolioBill Schultheis Coffeehouse-0.97%-1.07%-3.43%1.35%11.88%36.51%27.84%99.93%
PortfolioWilliam Bernstein's Coward-0.90%-1.10%-3.23%1.55%13.03%39.19%32.75%104.95%
PortfolioHarry Brown Permanent-1.31%-2.27%-2.38%2.37%20.63%49.67%46.05%110.43%
Asset ClassGold (GLD)-3.16%-6.61%-2.95%11.58%58.86%142.01%172.45%271.24%
Asset ClassAgricultural Commodities (DBA)1.09%0.79%4.14%6.59%3.77%52.98%80.16%48.37%
Asset ClassIndustrial Metals (DBB)-2.31%-5.17%-1.48%6.76%20.24%38.30%42.07%121.11%
Asset ClassCommodities Broad Basket (DBC)1.77%4.05%20.90%33.24%36.98%47.17%99.51%154.43%
Asset ClassUS Dollar (UUP)0.61%1.09%2.84%2.96%1.94%13.58%30.40%35.33%
Asset ClassUS Equities (VTI)-1.38%-2.17%-3.78%-1.89%19.45%74.06%70.41%267.28%
Asset ClassEurope Equities (VGK)-1.95%-2.69%-8.12%-0.19%15.39%58.93%53.10%131.45%
Asset ClassLatin America Equities (ILF)-1.58%-3.55%-6.83%12.41%45.59%75.35%73.52%117.91%
Asset ClassPacific Developed Equities (VPL)-1.33%-1.70%-5.68%11.71%37.58%69.39%39.59%139.15%
Asset ClassIndia Equities (INDA)-1.65%-3.15%-10.50%-10.44%-4.33%25.50%20.93%102.22%
Asset ClassChina Equities (FXI)-1.87%-0.55%-6.51%-5.26%-3.58%41.16%-15.50%36.69%
Asset ClassEmerging Markets Equities (EEM)-2.03%-2.16%-5.93%8.20%30.70%64.89%19.74%111.31%
Asset ClassDeveloped Markets Equities (VEA)-1.73%-2.40%-6.58%4.55%26.06%66.19%51.71%141.37%
Asset ClassUS Real Estate Equities (VNQ)-1.48%-0.74%-2.55%4.35%4.78%28.73%22.28%64.57%
Asset ClassIntl Real Estate Equities (VNQI)-1.19%-1.99%-8.70%1.10%17.23%31.62%0.45%31.09%
Asset ClassUS Market Bonds (BND)-0.41%-0.28%-1.18%0.33%4.76%11.37%1.95%18.82%
Asset ClassDeveloped Markets Bonds (BNDX)-0.39%-0.29%-1.41%1.97%3.47%11.68%1.18%19.22%
Asset ClassEmerging Markets Bonds (EMB)-0.78%-1.34%-2.98%-1.20%9.19%30.92%10.10%38.16%
Asset ClassLong-Term US Treasuries (TLT)-0.57%-0.21%-2.55%-0.34%-0.20%-8.58%-24.47%-11.78%
Asset ClassShort-Term US Treasuries (SHY)-0.18%-0.16%-0.30%0.25%3.63%11.50%8.34%17.47%
Asset Class7-10 Year US Treasuries (IEF)-0.46%-0.26%-1.00%-0.12%4.72%6.76%-3.41%9.09%
Asset ClassUS High Yield Bonds (HYG)-0.51%-0.58%-1.38%-0.27%6.62%29.09%20.92%63.26%
Asset ClassUS TIPS (TIP)-0.19%0.15%0.07%0.98%4.83%11.47%7.80%29.97%
Asset ClassUS Municipal Bonds (MUB)-0.23%-0.25%-0.97%0.75%4.24%9.21%5.31%22.92%
Asset ClassUS Corporate Bonds (LQD)-0.54%-0.41%-2.24%-0.84%4.85%14.73%1.92%30.72%
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