All Portfolios

Total Return by Period

Updated: Apr 17, 2026

CategoryName1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
PortfolioDavid Swensen Unconventional Success1.24%3.05%8.01%3.72%24.42%41.29%29.12%111.88%
PortfolioRay Dalio All Weather0.72%1.84%4.28%3.20%19.52%30.94%21.69%87.00%
PortfolioGolden Butterfly1.09%2.17%6.05%2.71%25.16%51.40%45.30%132.65%
PortfolioCouch Potato0.78%2.51%5.44%2.08%20.84%41.68%37.46%132.88%
PortfolioBogleheads Three Fund0.95%2.68%6.93%2.80%25.16%46.90%37.69%129.22%
PortfolioBogleheads Four Fund0.96%2.69%6.90%2.72%24.74%47.08%37.72%129.17%
PortfolioSixty Forty0.94%3.00%6.46%2.05%24.53%49.25%41.44%151.26%
PortfolioRick Ferri Core Four0.96%2.57%7.06%3.10%24.06%43.81%34.29%114.65%
PortfolioBill Schultheis Coffeehouse1.01%2.32%6.43%2.93%22.00%38.53%30.42%106.61%
PortfolioWilliam Bernstein's Coward0.93%2.22%6.30%3.19%22.99%41.28%36.21%111.69%
PortfolioHarry Brown Permanent0.93%1.88%5.02%2.41%22.29%49.77%43.32%111.99%
Asset ClassGold (GLD)1.33%2.01%7.87%5.85%45.67%139.43%168.07%272.91%
Asset ClassAgricultural Commodities (DBA)-0.70%0.11%0.26%5.16%4.63%42.47%74.35%49.63%
Asset ClassIndustrial Metals (DBB)-0.24%2.84%11.73%5.05%42.70%43.41%50.28%133.03%
Asset ClassCommodities Broad Basket (DBC)-2.82%-0.74%-2.25%22.15%36.73%32.10%86.09%140.08%
Asset ClassUS Dollar (UUP)-0.04%-0.29%-1.16%-0.26%3.67%13.52%28.78%34.42%
Asset ClassUS Equities (VTI)1.30%4.62%9.77%2.87%37.07%77.19%73.18%285.27%
Asset ClassEurope Equities (VGK)1.55%2.31%13.02%3.85%31.41%55.67%57.23%143.46%
Asset ClassLatin America Equities (ILF)-0.26%0.05%16.11%16.43%69.32%78.14%88.82%130.89%
Asset ClassPacific Developed Equities (VPL)1.44%3.29%12.35%11.51%53.79%72.72%49.52%147.85%
Asset ClassIndia Equities (INDA)2.56%3.93%10.07%-2.97%-1.88%29.59%33.96%106.19%
Asset ClassChina Equities (FXI)0.99%3.72%6.94%-4.33%18.97%37.83%-10.21%36.16%
Asset ClassEmerging Markets Equities (EEM)1.91%5.09%14.38%9.97%55.51%72.11%31.73%125.48%
Asset ClassDeveloped Markets Equities (VEA)1.46%2.79%12.43%7.08%41.52%65.35%58.64%151.50%
Asset ClassUS Real Estate Equities (VNQ)1.60%3.98%10.11%5.51%15.77%31.96%21.64%71.27%
Asset ClassIntl Real Estate Equities (VNQI)1.28%3.23%8.90%1.52%20.08%31.82%1.95%33.30%
Asset ClassUS Market Bonds (BND)0.39%0.57%1.56%0.79%6.00%12.55%1.64%18.58%
Asset ClassDeveloped Markets Bonds (BNDX)0.50%0.69%1.32%0.24%2.50%13.68%1.68%19.53%
Asset ClassEmerging Markets Bonds (EMB)0.75%1.23%4.28%1.82%14.60%32.45%11.02%39.35%
Asset ClassLong-Term US Treasuries (TLT)0.92%0.67%1.85%0.28%3.61%-5.99%-26.63%-12.74%
Asset ClassShort-Term US Treasuries (SHY)0.19%0.28%0.70%0.69%3.30%12.33%8.83%17.75%
Asset Class7-10 Year US Treasuries (IEF)0.55%0.69%1.44%0.95%4.92%7.99%-4.03%8.56%
Asset ClassUS High Yield Bonds (HYG)0.37%0.86%2.68%0.92%9.91%28.08%21.26%64.05%
Asset ClassUS TIPS (TIP)0.26%0.41%1.14%1.33%4.91%10.74%6.43%29.13%
Asset ClassUS Municipal Bonds (MUB)0.36%0.50%1.65%0.57%7.01%9.85%4.62%22.22%
Asset ClassUS Corporate Bonds (LQD)0.56%0.77%2.45%0.64%7.84%15.11%1.46%30.06%
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