All Portfolios
Total Return by Period
Updated: Nov 06, 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 | -0.34% | -0.76% | 0.04% | 3.15% | 7.34% | 32.79% | 19.23% | 57.22% |
| Portfolio | Ray Dalio All Weather Portfolio | 0.09% | -0.79% | 0.31% | 4.21% | 7.66% | 26.65% | 8.37% | 54.02% |
| Portfolio | Golden Butterfly Portfolio | -0.25% | -0.78% | -0.21% | 5.34% | 11.36% | 41.78% | 35.26% | 88.16% |
| Portfolio | Couch Potato Portfolio | -0.43% | -0.81% | -0.31% | 2.68% | 7.52% | 36.96% | 30.08% | 83.67% |
| Portfolio | Bogleheads Three Fund Portfolio | -0.38% | -0.83% | -0.04% | 3.48% | 9.79% | 40.18% | 29.61% | 72.69% |
| Portfolio | Bogleheads Four Fund Portfolio | -0.42% | -0.83% | -0.00% | 3.41% | 9.46% | 39.83% | 29.47% | 74.61% |
| Portfolio | 60/40 Portfolio | -0.53% | -0.92% | -0.16% | 3.62% | 8.32% | 43.98% | 38.07% | 97.59% |
| Portfolio | Rick Ferri Core Four Portfolio | -0.31% | -0.74% | -0.02% | 3.21% | 9.28% | 35.76% | 23.50% | 58.84% |
| Portfolio | Bill Schultheis Coffeehouse Portfolio | -0.24% | -0.53% | -0.32% | 2.51% | 4.58% | 24.56% | 23.30% | 51.40% |
| Portfolio | William Bernstein's Coward Portfolio | -0.34% | -0.54% | -0.18% | 2.47% | 5.34% | 26.79% | 30.38% | 59.03% |
| Portfolio | Harry Brown Permanent Portfolio | -0.04% | -0.84% | 0.11% | 6.18% | 15.13% | 46.87% | 25.29% | 81.13% |
| Asset Class | Gold (GLD) | -0.12% | -1.10% | 0.18% | 16.94% | 48.99% | 134.89% | 99.83% | 250.64% |
| Asset Class | Agricultural Commodities (DBA) | -1.66% | -0.57% | -1.43% | -0.38% | 3.82% | 29.51% | 75.47% | 28.05% |
| Asset Class | Industrial Metals (DBB) | -0.37% | -0.88% | 0.99% | 9.80% | 6.80% | 14.41% | 33.11% | 76.89% |
| Asset Class | Commodities Broad Basket (DBC) | 0.13% | 0.57% | 1.33% | 4.62% | 1.02% | -13.28% | 74.29% | 54.50% |
| Asset Class | US Dollar (UUP) | -0.53% | 0.18% | 0.54% | 2.73% | -4.67% | -4.99% | 13.22% | 9.31% |
| Asset Class | US Equities (VTI) | -1.14% | -1.41% | -0.39% | 5.22% | 12.31% | 72.75% | 83.74% | 208.51% |
| Asset Class | Europe Equities (VGK) | -0.48% | -1.33% | -0.64% | 2.52% | 19.79% | 54.51% | 47.47% | 55.39% |
| Asset Class | Latin America Equities (ILF) | -0.07% | 1.63% | 7.02% | 15.73% | 19.62% | 14.44% | 26.51% | 27.16% |
| Asset Class | Pacific Developed Equities (VPL) | -0.48% | -0.62% | 1.97% | 6.21% | 21.12% | 49.46% | 26.92% | 58.44% |
| Asset Class | India Equities (INDA) | -1.25% | -1.20% | 1.53% | 2.88% | -2.76% | 24.38% | 50.58% | 96.63% |
| Asset Class | China Equities (FXI) | 0.93% | -0.02% | -0.91% | 6.56% | 26.70% | 67.53% | -15.90% | 5.16% |
| Asset Class | Emerging Markets Equities (EEM) | -0.74% | -1.30% | 1.45% | 10.66% | 22.15% | 51.05% | 14.15% | 58.95% |
| Asset Class | Developed Markets Equities (VEA) | -0.46% | -1.00% | 0.17% | 4.14% | 20.45% | 52.50% | 42.30% | 60.99% |
| Asset Class | US Real Estate Equities (VNQ) | -0.48% | -0.11% | -0.47% | -0.24% | -4.82% | 8.80% | 11.20% | 15.57% |
| Asset Class | Intl Real Estate Equities (VNQI) | 0.34% | -0.76% | -0.04% | 0.36% | 8.61% | 22.78% | -6.39% | -8.83% |
| Asset Class | Singapore Equities (EWS) | 0.85% | -0.04% | -2.14% | 4.84% | 32.34% | 61.55% | 44.90% | 162.23% |
| Asset Class | US Market Bonds (BND) | 0.39% | -0.31% | 0.19% | 1.29% | 2.71% | 6.81% | -15.51% | -7.99% |
| Asset Class | Developed Markets Bonds (BNDX) | 0.04% | -0.30% | 0.49% | 0.57% | -0.02% | 4.48% | -15.03% | -5.70% |
| Asset Class | Emerging Markets Bonds (EMB) | 0.33% | -0.54% | 0.97% | 2.77% | 6.02% | 19.40% | -14.89% | -10.87% |
| Asset Class | Long-Term US Treasuries (TLT) | 0.90% | -0.88% | 0.65% | 2.83% | -0.49% | -3.77% | -43.69% | -24.14% |
| Asset Class | Short-Term US Treasuries (SHY) | 0.12% | -0.19% | 0.00% | 0.21% | 0.98% | 2.70% | -4.16% | -2.07% |
| Asset Class | US High Yield Bonds (HYG) | 0.04% | -0.67% | -0.20% | 0.05% | 1.17% | 10.11% | -5.83% | -4.67% |
| Asset Class | US TIPS (TIP) | 0.27% | -0.29% | -0.22% | 0.48% | 2.79% | 5.13% | -11.30% | 1.06% |
| Asset Class | US Municipal Bonds (MUB) | 0.22% | -0.12% | 0.63% | 3.09% | 1.23% | 5.38% | -7.56% | -1.48% |
| Asset Class | US Corporate Bonds (LQD) | 0.53% | -0.67% | -0.10% | 1.39% | 2.53% | 10.10% | -18.55% | -3.17% |
| Sector | Energy | 0.97% | 0.89% | 0.58% | 3.93% | -5.65% | -5.08% | 205.12% | 27.72% |
| Sector | Financials | -0.36% | 0.34% | -1.71% | 1.08% | 5.77% | 53.02% | 109.98% | 114.27% |
| Sector | Communication Services | -0.90% | -1.68% | -2.19% | 4.43% | 17.82% | 141.51% | 76.45% | |
| Sector | Consumer Discretionary | -2.31% | 0.74% | 0.11% | 5.23% | 12.45% | 72.47% | 54.16% | 193.26% |
| Sector | Consumer Staples | -0.45% | -1.18% | -3.13% | -8.34% | -4.98% | 4.29% | 16.15% | 54.76% |
| Sector | Health Care | 0.19% | 1.14% | 1.21% | 12.12% | -1.42% | 10.38% | 32.77% | 104.97% |
| Sector | Industrials | -0.40% | -1.36% | -0.46% | 1.17% | 7.89% | 58.80% | 87.60% | 180.29% |
| Sector | Materials | -0.49% | -1.59% | -4.36% | -4.02% | -10.71% | 11.56% | 24.71% | 88.36% |
| Sector | Real Estate | -0.49% | -0.37% | -0.97% | -1.26% | -4.48% | 12.58% | 14.31% | 37.09% |
| Sector | Technology | -2.01% | -3.74% | -0.36% | 8.74% | 23.92% | 135.07% | 137.84% | 558.53% |
| Sector | Utilities | -0.44% | -1.40% | -2.33% | 2.65% | 14.07% | 34.42% | 37.94% | 108.83% |