All Portfolios
Total Return by Period
Updated: Nov 05, 2025
| Category | Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | David Swensen Unconventional Success Portfolio | 0.05% | -0.88% | -0.04% | 3.47% | 7.28% | 32.89% | 19.64% | 57.44% |
| Portfolio | Ray Dalio All Weather Portfolio | -0.31% | -1.31% | -0.13% | 4.08% | 6.92% | 26.19% | 8.31% | 52.12% |
| Portfolio | Golden Butterfly Portfolio | 0.25% | -0.63% | -0.61% | 5.69% | 12.17% | 42.28% | 35.65% | 88.22% |
| Portfolio | Couch Potato Portfolio | 0.03% | -1.02% | -0.11% | 3.61% | 9.33% | 38.06% | 30.67% | 83.26% |
| Portfolio | Bogleheads Three Fund Portfolio | 0.19% | -1.09% | 0.03% | 4.09% | 10.87% | 40.96% | 30.12% | 72.21% |
| Portfolio | Bogleheads Four Fund Portfolio | 0.22% | -1.02% | 0.10% | 4.04% | 10.64% | 41.24% | 30.03% | 72.79% |
| Portfolio | 60/40 Portfolio | 0.14% | -1.12% | 0.14% | 4.47% | 10.60% | 45.77% | 38.80% | 97.91% |
| Portfolio | Rick Ferri Core Four Portfolio | 0.18% | -0.95% | -0.08% | 3.64% | 9.66% | 36.43% | 23.92% | 58.29% |
| Portfolio | Bill Schultheis Coffeehouse Portfolio | 0.20% | -0.64% | -0.48% | 2.80% | 5.44% | 25.10% | 23.66% | 51.23% |
| Portfolio | William Bernstein's Coward Portfolio | 0.28% | -0.50% | -0.21% | 3.03% | 6.71% | 27.62% | 30.93% | 58.96% |
| Portfolio | Harry Brown Permanent Portfolio | 0.07% | -0.76% | -0.37% | 6.46% | 14.31% | 46.98% | 25.42% | 81.31% |
| Asset Class | Gold (GLD) | 1.16% | 0.97% | -1.56% | 17.05% | 44.64% | 134.24% | 100.07% | 252.07% |
| Asset Class | Agricultural Commodities (DBA) | -0.38% | 0.87% | -0.34% | 1.14% | 4.78% | 32.16% | 78.43% | 27.89% |
| Asset Class | Industrial Metals (DBB) | -0.14% | -0.96% | 2.76% | 10.38% | 3.60% | 13.39% | 33.60% | 75.53% |
| Asset Class | Commodities Broad Basket (DBC) | -0.31% | 0.48% | 0.26% | 4.49% | -0.22% | -14.15% | 74.07% | 52.95% |
| Asset Class | US Dollar (UUP) | 0.04% | 1.11% | 1.76% | 3.47% | -2.61% | -5.03% | 13.82% | 9.68% |
| Asset Class | US Equities (VTI) | 0.43% | -1.35% | 0.41% | 7.10% | 16.78% | 76.33% | 85.85% | 208.94% |
| Asset Class | Europe Equities (VGK) | 0.83% | -1.32% | -1.22% | 3.35% | 17.79% | 56.07% | 48.17% | 54.62% |
| Asset Class | Latin America Equities (ILF) | 2.40% | 1.29% | 6.26% | 15.27% | 20.82% | 10.70% | 26.60% | 24.02% |
| Asset Class | Pacific Developed Equities (VPL) | 0.21% | -0.47% | 1.97% | 7.70% | 21.08% | 50.71% | 27.53% | 57.72% |
| Asset Class | India Equities (INDA) | 0.52% | -0.57% | 3.17% | 3.37% | -0.82% | 26.10% | 52.49% | 93.31% |
| Asset Class | China Equities (FXI) | 1.02% | -2.93% | -3.12% | 5.38% | 21.84% | 66.82% | -16.68% | 2.11% |
| Asset Class | Emerging Markets Equities (EEM) | 0.90% | -1.59% | 1.16% | 11.40% | 21.54% | 52.27% | 15.00% | 56.15% |
| Asset Class | Developed Markets Equities (VEA) | 0.63% | -0.99% | -0.23% | 5.11% | 19.46% | 53.87% | 42.96% | 60.03% |
| Asset Class | US Real Estate Equities (VNQ) | 0.09% | 0.85% | -0.53% | -0.58% | -6.40% | 9.33% | 11.74% | 14.14% |
| Asset Class | Intl Real Estate Equities (VNQI) | 0.21% | -1.53% | -0.89% | 0.15% | 6.13% | 22.14% | -6.70% | -11.19% |
| Asset Class | Singapore Equities (EWS) | 0.14% | -0.95% | -4.25% | 3.64% | 29.89% | 60.64% | 43.67% | 154.38% |
| Asset Class | US Market Bonds (BND) | -0.28% | -0.87% | -0.27% | 0.68% | 1.47% | 5.98% | -15.84% | -8.43% |
| Asset Class | Developed Markets Bonds (BNDX) | -0.08% | -0.28% | 0.30% | 0.36% | -0.34% | 4.09% | -15.06% | -5.77% |
| Asset Class | Emerging Markets Bonds (EMB) | -0.22% | -0.98% | 0.58% | 2.43% | 5.33% | 18.95% | -15.17% | -11.59% |
| Asset Class | Long-Term US Treasuries (TLT) | -1.09% | -2.34% | -0.32% | 1.47% | -4.08% | -5.58% | -44.19% | -25.24% |
| Asset Class | Short-Term US Treasuries (SHY) | -0.07% | -0.30% | -0.13% | 0.06% | 0.73% | 2.49% | -4.27% | -2.21% |
| Asset Class | US High Yield Bonds (HYG) | 0.10% | -0.89% | -0.52% | 0.02% | 1.31% | 10.05% | -5.87% | -5.10% |
| Asset Class | US TIPS (TIP) | -0.37% | -0.77% | -0.60% | 0.14% | 2.35% | 4.97% | -11.54% | 0.75% |
| Asset Class | US Municipal Bonds (MUB) | -0.22% | -0.38% | 0.39% | 2.80% | -0.29% | 5.01% | -7.77% | -1.76% |
| Asset Class | US Corporate Bonds (LQD) | -0.30% | -1.72% | -0.82% | 0.54% | 0.93% | 9.13% | -18.97% | -3.83% |
| Sector | Energy | 0.26% | -0.67% | -1.74% | 3.59% | -3.05% | -4.38% | 202.18% | 25.24% |
| Sector | Financials | 0.34% | 0.98% | -1.70% | 2.39% | 12.61% | 55.12% | 110.74% | 112.70% |
| Sector | Communication Services | 0.54% | -2.47% | -1.87% | 5.73% | 21.81% | 148.08% | 78.05% | |
| Sector | Consumer Discretionary | 1.22% | 0.80% | 1.97% | 7.91% | 18.79% | 75.32% | 57.80% | 196.07% |
| Sector | Consumer Staples | -0.07% | -0.84% | -2.38% | -7.66% | -6.11% | 5.69% | 16.67% | 54.41% |
| Sector | Health Care | 0.39% | 1.17% | 0.80% | 12.91% | -1.48% | 11.35% | 32.51% | 103.01% |
| Sector | Industrials | 0.39% | -1.21% | -1.54% | 1.65% | 12.56% | 61.14% | 88.35% | 179.26% |
| Sector | Materials | 0.59% | -2.43% | -5.21% | -3.06% | -9.03% | 12.99% | 25.32% | 88.00% |
| Sector | Real Estate | -0.02% | 0.69% | -0.94% | -1.59% | -6.57% | 13.10% | 14.88% | 36.66% |
| Sector | Technology | 0.39% | -2.97% | 1.51% | 12.08% | 30.06% | 143.90% | 142.71% | 565.52% |
| Sector | Utilities | 0.02% | -1.39% | -2.15% | 2.66% | 13.39% | 32.43% | 38.55% | 110.30% |