All Portfolios
Total Return by Period
Updated: Jan 09, 2026
| Category | Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | David Swensen Unconventional Success | 0.49% | 1.26% | 1.50% | 3.42% | 13.42% | 27.68% | 15.75% | 67.54% |
| Portfolio | Ray Dalio All Weather | 0.49% | 1.26% | 1.11% | 1.75% | 12.22% | 22.57% | 6.96% | 56.81% |
| Portfolio | Golden Butterfly | 0.48% | 2.00% | 2.06% | 4.97% | 19.83% | 42.26% | 35.88% | 100.36% |
| Portfolio | Couch Potato | 0.38% | 1.00% | 0.99% | 2.48% | 10.30% | 36.03% | 25.06% | 93.24% |
| Portfolio | Bogleheads Three Fund | 0.47% | 1.14% | 1.54% | 3.87% | 14.45% | 36.91% | 23.67% | 85.67% |
| Portfolio | Bogleheads Four Fund | 0.45% | 1.15% | 1.34% | 3.65% | 13.94% | 37.00% | 23.48% | 86.59% |
| Portfolio | Sixty Forty | 0.47% | 1.17% | 1.23% | 3.58% | 11.66% | 42.75% | 32.55% | 111.71% |
| Portfolio | Rick Ferri Core Four | 0.45% | 1.08% | 1.49% | 3.67% | 14.22% | 32.00% | 19.36% | 69.96% |
| Portfolio | Bill Schultheis Coffeehouse | 0.43% | 1.37% | 1.32% | 4.00% | 11.29% | 23.83% | 17.45% | 63.66% |
| Portfolio | William Bernstein's Coward | 0.35% | 1.18% | 1.40% | 4.37% | 11.56% | 26.25% | 23.09% | 73.76% |
| Portfolio | Harry Brown Permanent | 0.49% | 1.65% | 1.75% | 3.39% | 21.65% | 43.83% | 30.87% | 89.37% |
| Asset Class | Gold (GLD) | 0.72% | 4.06% | 4.81% | 12.29% | 68.58% | 137.19% | 139.11% | 297.73% |
| Asset Class | Agricultural Commodities (DBA) | -0.88% | 0.86% | -2.79% | -2.05% | -2.20% | 32.75% | 59.73% | 29.22% |
| Asset Class | Industrial Metals (DBB) | 1.88% | 3.87% | 7.75% | 14.79% | 28.36% | 15.46% | 34.80% | 117.26% |
| Asset Class | Commodities Broad Basket (DBC) | 0.09% | 2.28% | -0.09% | 3.76% | 6.12% | -4.26% | 50.26% | 85.13% |
| Asset Class | US Dollar (UUP) | 0.22% | 0.81% | -2.22% | -2.01% | -7.70% | -1.51% | 12.61% | 6.26% |
| Asset Class | US Equities (VTI) | 0.66% | 1.81% | 1.91% | 6.40% | 17.39% | 75.01% | 71.84% | 247.33% |
| Asset Class | Europe Equities (VGK) | 0.69% | 1.43% | 3.72% | 8.32% | 33.89% | 45.74% | 36.62% | 81.41% |
| Asset Class | Latin America Equities (ILF) | 0.60% | 3.34% | 1.37% | 17.05% | 49.44% | 32.36% | 4.08% | 64.06% |
| Asset Class | Pacific Developed Equities (VPL) | 1.46% | 3.43% | 3.58% | 10.25% | 32.67% | 44.48% | 14.80% | 78.68% |
| Asset Class | India Equities (INDA) | -1.01% | -2.54% | 0.07% | 0.77% | 1.61% | 26.13% | 27.58% | 104.76% |
| Asset Class | China Equities (FXI) | -0.13% | -1.18% | 0.69% | 2.66% | 33.34% | 24.56% | -18.56% | 25.32% |
| Asset Class | Emerging Markets Equities (EEM) | 0.47% | 1.60% | 5.35% | 10.01% | 36.70% | 40.53% | 4.44% | 93.30% |
| Asset Class | Canada Equities (EWC) | 0.31% | 0.81% | 1.37% | 9.57% | 33.90% | 61.20% | 70.13% | 175.63% |
| Asset Class | Developed Markets Equities (VEA) | 0.92% | 2.10% | 3.28% | 9.04% | 33.74% | 47.26% | 31.32% | 86.18% |
| Asset Class | US Real Estate Equities (VNQ) | 0.20% | 1.07% | 0.02% | 1.52% | 2.03% | 5.77% | 7.70% | 15.62% |
| Asset Class | Intl Real Estate Equities (VNQI) | 0.11% | 2.43% | -0.67% | 0.99% | 21.06% | 10.68% | -13.19% | -2.40% |
| Asset Class | Japan Equities (EWJ) | 2.11% | 4.03% | 0.73% | 7.98% | 26.10% | 54.51% | 22.11% | 638.31% |
| Asset Class | Singapore Equities (EWS) | 0.21% | 2.05% | 2.09% | -0.04% | 27.05% | 46.89% | 24.54% | 195.92% |
| Asset Class | US Market Bonds (BND) | 0.22% | 0.34% | 0.35% | -0.31% | 3.74% | 1.41% | -14.87% | -8.46% |
| Asset Class | Developed Markets Bonds (BNDX) | 0.02% | 0.48% | -1.32% | -2.16% | -0.41% | 0.89% | -16.87% | -8.55% |
| Asset Class | Emerging Markets Bonds (EMB) | 0.36% | 0.06% | 0.10% | 1.83% | 7.97% | 12.02% | -15.87% | -7.95% |
| Asset Class | Long-Term US Treasuries (TLT) | 0.66% | 1.03% | 0.68% | -2.97% | 2.21% | -15.44% | -41.89% | -28.96% |
| Asset Class | Short-Term US Treasuries (SHY) | -0.04% | -0.04% | -0.05% | -0.12% | 1.04% | 1.59% | -4.08% | -2.09% |
| Asset Class | 7-10 Year US Treasuries (IEF) | 0.11% | 0.23% | 0.11% | -0.63% | 4.67% | -1.74% | -18.56% | -10.24% |
| Asset Class | US High Yield Bonds (HYG) | 0.07% | 0.41% | 0.53% | 1.31% | 2.61% | 6.99% | -7.29% | 1.91% |
| Asset Class | US TIPS (TIP) | 0.14% | 0.29% | -0.05% | -1.19% | 3.36% | 2.29% | -13.10% | 0.06% |
| Asset Class | US Municipal Bonds (MUB) | 0.12% | 0.39% | 0.76% | 0.76% | 1.47% | 0.67% | -7.91% | -3.15% |
| Asset Class | US Corporate Bonds (LQD) | 0.36% | 0.44% | 0.43% | -0.64% | 4.37% | 1.82% | -18.50% | -3.40% |
| Sector | Energy | 0.26% | 2.23% | 2.55% | -45.24% | -46.98% | -46.89% | 12.68% | -15.11% |
| Sector | Financials | -0.30% | 1.46% | 1.42% | 6.84% | 14.93% | 57.21% | 80.24% | 149.91% |
| Sector | Communication Services | 0.37% | 0.86% | 1.17% | 4.53% | 21.23% | 130.11% | 74.71% | |
| Sector | Consumer Discretionary | 1.21% | 5.12% | 3.07% | -45.61% | -44.21% | -7.53% | -26.29% | 65.86% |
| Sector | Consumer Staples | 1.03% | 2.01% | -0.21% | 1.47% | 2.42% | 5.75% | 18.46% | 59.30% |
| Sector | Health Care | -0.51% | 1.16% | 2.11% | 10.70% | 12.02% | 16.94% | 34.01% | 131.10% |
| Sector | Industrials | 1.10% | 2.50% | 3.31% | 8.03% | 21.92% | 60.31% | 80.71% | 222.89% |
| Sector | Materials | 1.60% | 4.64% | 6.89% | -44.43% | -42.66% | -40.92% | -36.92% | 22.36% |
| Sector | Real Estate | 0.15% | 0.30% | -0.61% | -0.44% | 0.87% | 6.66% | 13.57% | 35.18% |
| Sector | Technology | 1.32% | 1.28% | 1.71% | -47.50% | -37.51% | 15.11% | 11.77% | 257.95% |
| Sector | Utilities | 1.24% | -1.55% | -0.75% | -52.87% | -44.07% | -40.55% | -31.80% | -1.53% |