All Portfolios
Total Return by Period
Updated: Feb 06, 2026
| Category | Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | David Swensen Unconventional Success | 1.34% | 0.77% | 1.28% | 3.12% | 10.87% | 24.46% | 14.88% | 74.15% |
| Portfolio | Ray Dalio All Weather | 0.81% | 0.22% | 0.44% | 2.09% | 8.02% | 20.80% | 7.88% | 56.78% |
| Portfolio | Golden Butterfly | 1.34% | 1.23% | 2.38% | 6.84% | 18.82% | 44.09% | 38.40% | 108.13% |
| Portfolio | Couch Potato | 1.04% | 0.14% | 0.02% | 1.53% | 7.33% | 31.30% | 22.37% | 96.68% |
| Portfolio | Bogleheads Three Fund | 1.22% | 0.39% | 0.61% | 3.03% | 12.28% | 33.28% | 23.30% | 91.82% |
| Portfolio | Bogleheads Four Fund | 1.22% | 0.39% | 0.63% | 2.79% | 11.79% | 33.27% | 23.04% | 92.18% |
| Portfolio | Sixty Forty | 1.21% | 0.07% | -0.27% | 1.90% | 9.02% | 35.90% | 29.92% | 116.50% |
| Portfolio | Rick Ferri Core Four | 1.18% | 0.54% | 0.99% | 3.24% | 12.49% | 28.78% | 18.66% | 76.65% |
| Portfolio | Bill Schultheis Coffeehouse | 1.18% | 1.22% | 1.63% | 4.35% | 10.05% | 23.33% | 17.09% | 69.51% |
| Portfolio | William Bernstein's Coward | 1.16% | 1.07% | 1.74% | 4.64% | 11.13% | 26.09% | 24.45% | 80.92% |
| Portfolio | Harry Brown Permanent | 1.19% | 0.63% | 2.26% | 5.43% | 20.81% | 46.16% | 35.20% | 93.96% |
| Asset Class | Gold (GLD) | 3.07% | 2.36% | 9.89% | 23.66% | 72.90% | 161.79% | 168.22% | 301.00% |
| Asset Class | Agricultural Commodities (DBA) | 0.00% | 0.43% | -0.04% | -1.64% | -6.90% | 28.46% | 54.59% | 30.75% |
| Asset Class | Industrial Metals (DBB) | 2.49% | -0.67% | -0.25% | 10.37% | 24.75% | 13.25% | 37.41% | 103.48% |
| Asset Class | Commodities Broad Basket (DBC) | 1.05% | -1.72% | 4.85% | 4.85% | 8.79% | -0.50% | 51.29% | 97.61% |
| Asset Class | US Dollar (UUP) | -0.30% | 0.60% | -1.17% | -4.08% | -7.82% | -3.19% | 10.11% | 8.34% |
| Asset Class | US Equities (VTI) | 2.11% | 0.11% | -0.42% | 3.29% | 13.39% | 63.23% | 67.05% | 264.04% |
| Asset Class | Europe Equities (VGK) | 1.98% | 1.13% | 3.17% | 10.64% | 29.33% | 45.73% | 43.58% | 100.25% |
| Asset Class | Latin America Equities (ILF) | 2.33% | 1.92% | 13.12% | 19.14% | 52.65% | 50.04% | 24.88% | 84.16% |
| Asset Class | Pacific Developed Equities (VPL) | 2.88% | 2.95% | 7.13% | 12.05% | 37.78% | 47.33% | 23.58% | 101.91% |
| Asset Class | India Equities (INDA) | 0.62% | 2.98% | 0.20% | -0.87% | 4.78% | 33.40% | 26.23% | 115.27% |
| Asset Class | China Equities (FXI) | 2.67% | -0.98% | -0.33% | -1.80% | 21.50% | 27.01% | -24.12% | 35.85% |
| Asset Class | Emerging Markets Equities (EEM) | 2.63% | 1.64% | 5.13% | 10.12% | 38.92% | 48.54% | 6.81% | 105.79% |
| Asset Class | Canada Equities (EWC) | 1.61% | 1.38% | 0.70% | 9.80% | 31.60% | 54.87% | 71.69% | 172.33% |
| Asset Class | Developed Markets Equities (VEA) | 2.23% | 1.77% | 4.40% | 11.15% | 33.12% | 47.84% | 38.71% | 105.84% |
| Asset Class | US Real Estate Equities (VNQ) | 1.57% | 1.60% | 3.11% | 2.24% | 0.35% | 1.30% | 4.70% | 28.12% |
| Asset Class | Intl Real Estate Equities (VNQI) | 1.12% | 2.15% | 3.88% | 3.23% | 20.47% | 11.91% | -9.48% | 4.24% |
| Asset Class | Japan Equities (EWJ) | 3.83% | 4.29% | 5.66% | 7.34% | 28.82% | 53.16% | 29.10% | 733.96% |
| Asset Class | Singapore Equities (EWS) | 1.35% | 0.99% | 0.60% | 0.25% | 25.23% | 41.32% | 31.05% | 208.33% |
| Asset Class | US Market Bonds (BND) | 0.01% | 0.00% | -0.08% | -0.13% | 2.30% | 1.20% | -14.64% | -9.53% |
| Asset Class | Developed Markets Bonds (BNDX) | 0.02% | -0.04% | 0.02% | -2.16% | -1.68% | 0.19% | -16.31% | -9.79% |
| Asset Class | Emerging Markets Bonds (EMB) | 0.26% | 0.11% | 0.34% | 0.70% | 6.25% | 10.95% | -15.35% | -7.31% |
| Asset Class | Long-Term US Treasuries (TLT) | 0.07% | 0.47% | -0.44% | -2.27% | -2.57% | -16.68% | -40.86% | -33.50% |
| Asset Class | Short-Term US Treasuries (SHY) | 0.00% | -0.16% | 0.04% | 0.04% | 0.97% | 1.91% | -4.08% | -2.54% |
| Asset Class | 7-10 Year US Treasuries (IEF) | 0.00% | 0.14% | -0.24% | -0.64% | 2.80% | -1.48% | -18.47% | -13.13% |
| Asset Class | US High Yield Bonds (HYG) | 0.35% | -0.38% | -0.23% | 0.60% | 1.52% | 6.09% | -7.67% | 6.04% |
| Asset Class | US TIPS (TIP) | 0.10% | 0.17% | 0.44% | -0.21% | 1.78% | 2.42% | -13.34% | -0.49% |
| Asset Class | US Municipal Bonds (MUB) | -0.11% | -0.15% | 0.03% | 0.44% | 0.70% | 0.26% | -8.39% | -3.81% |
| Asset Class | US Corporate Bonds (LQD) | 0.05% | -0.01% | -0.07% | -0.14% | 2.37% | 1.13% | -17.98% | -2.68% |
| Sector | Energy | 1.99% | 4.31% | 14.10% | -40.53% | -39.88% | -39.73% | 25.12% | -1.95% |
| Sector | Financials | 1.82% | 1.53% | -2.64% | 2.80% | 4.13% | 46.65% | 75.66% | 166.11% |
| Sector | Communication Services | -0.39% | -3.60% | -1.82% | 3.26% | 12.43% | 97.64% | 62.11% | |
| Sector | Consumer Discretionary | 0.41% | -2.62% | -5.16% | -49.97% | -48.72% | -22.11% | -31.49% | 71.77% |
| Sector | Consumer Staples | 1.17% | 5.30% | 10.97% | 14.64% | 10.66% | 20.17% | 33.73% | 76.48% |
| Sector | Health Care | 1.85% | 1.92% | 0.25% | 7.92% | 7.20% | 18.76% | 36.34% | 146.46% |
| Sector | Industrials | 2.86% | 4.68% | 6.95% | 12.95% | 25.73% | 68.27% | 94.61% | 246.92% |
| Sector | Materials | 2.00% | 4.55% | 6.73% | -39.98% | -42.37% | -38.39% | -29.95% | 28.68% |
| Sector | Real Estate | 1.84% | 1.35% | 3.68% | 1.74% | -0.31% | 3.58% | 10.67% | 53.58% |
| Sector | Technology | 4.06% | -1.91% | -3.43% | -51.02% | -39.90% | -1.68% | 4.29% | 264.21% |
| Sector | Utilities | 0.58% | 0.23% | 1.98% | -51.67% | -44.64% | -36.68% | -31.83% | -6.91% |