All Portfolios

Total Return by Period

Updated: Jun 09, 2026

CategoryName1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
PortfolioDavid Swensen Unconventional Success0.53%-1.22%0.19%5.21%17.26%41.30%25.50%108.64%
PortfolioRay Dalio All Weather-0.01%-1.82%-1.29%0.96%14.17%29.94%17.63%77.22%
PortfolioGolden Butterfly0.00%-1.61%-1.36%-0.29%16.73%46.98%37.78%114.97%
PortfolioCouch Potato-0.02%-1.72%-0.69%4.17%13.90%40.91%36.62%129.70%
PortfolioBogleheads Three Fund0.02%-1.99%0.04%4.92%17.04%46.41%36.91%128.79%
PortfolioBogleheads Four Fund0.00%-2.00%0.10%4.98%16.67%46.46%37.22%129.01%
PortfolioSixty Forty-0.04%-1.84%0.18%5.60%16.63%48.64%42.18%150.63%
PortfolioRick Ferri Core Four0.18%-1.65%0.06%4.62%16.44%43.52%32.22%113.63%
PortfolioBill Schultheis Coffeehouse0.53%-0.50%0.79%4.75%16.04%38.81%27.77%103.26%
PortfolioWilliam Bernstein's Coward0.31%-0.98%0.60%5.16%16.81%41.70%35.35%110.46%
PortfolioHarry Brown Permanent-0.30%-2.16%-2.41%-2.57%14.54%44.64%34.88%97.32%
Asset ClassGold (GLD)-1.63%-5.14%-9.74%-17.94%27.45%114.67%119.86%221.00%
Asset ClassAgricultural Commodities (DBA)-0.19%-3.10%-8.02%-1.57%-0.62%39.81%55.53%34.09%
Asset ClassIndustrial Metals (DBB)-0.97%-4.54%-3.09%3.54%39.96%61.74%44.11%138.06%
Asset ClassCommodities Broad Basket (DBC)-1.36%-3.49%-8.27%3.34%38.56%46.29%72.97%123.41%
Asset ClassUS Dollar (UUP)-0.07%0.90%2.04%1.67%5.86%13.11%34.13%36.88%
Asset ClassUS Equities (VTI)-0.22%-2.86%0.24%9.48%24.58%77.01%77.05%298.12%
Asset ClassEurope Equities (VGK)0.41%-1.21%0.88%4.45%16.76%57.74%47.88%151.63%
Asset ClassLatin America Equities (ILF)1.31%-4.95%-7.67%-4.90%36.58%43.51%50.92%120.48%
Asset ClassPacific Developed Equities (VPL)-0.39%-5.88%-0.75%10.40%43.81%73.97%54.96%164.94%
Asset ClassIndia Equities (INDA)0.70%-1.02%0.04%-3.51%-13.94%13.74%12.89%93.29%
Asset ClassChina Equities (FXI)0.03%-4.59%-7.07%-4.70%-4.04%33.51%-15.85%31.26%
Asset ClassEmerging Markets Equities (EEM)0.11%-7.03%0.00%11.88%42.48%76.53%33.47%145.23%
Asset ClassDeveloped Markets Equities (VEA)-0.03%-3.43%-0.19%6.22%27.96%66.93%53.88%162.40%
Asset ClassUS Real Estate Equities (VNQ)2.30%3.33%1.01%6.55%12.87%33.33%11.96%71.23%
Asset ClassIntl Real Estate Equities (VNQI)0.73%-2.18%-6.33%-5.19%3.64%24.32%-10.61%24.85%
Asset ClassUS Market Bonds (BND)0.22%-0.31%0.09%-0.25%4.93%12.37%-0.23%16.60%
Asset ClassDeveloped Markets Bonds (BNDX)0.08%-0.44%0.61%0.16%1.78%12.62%1.25%17.93%
Asset ClassEmerging Markets Bonds (EMB)0.41%-0.61%-0.05%0.95%10.57%30.80%8.15%36.75%
Asset ClassLong-Term US Treasuries (TLT)0.59%-0.62%0.15%-1.57%3.38%-6.18%-29.86%-17.18%
Asset ClassShort-Term US Treasuries (SHY)0.05%-0.09%-0.27%-0.26%2.66%11.97%8.12%16.87%
Asset Class7-10 Year US Treasuries (IEF)0.28%-0.49%-0.57%-1.66%3.33%7.06%-7.21%5.05%
Asset ClassUS High Yield Bonds (HYG)0.10%-0.35%-0.31%0.71%5.87%26.65%19.14%60.28%
Asset ClassUS TIPS (TIP)0.17%-0.59%-1.62%-1.08%3.40%10.16%2.68%25.80%
Asset ClassUS Municipal Bonds (MUB)0.09%-0.06%0.30%0.35%6.53%10.00%3.69%20.94%
Asset ClassUS Corporate Bonds (LQD)0.32%-0.47%-0.14%0.11%5.35%15.53%-1.90%26.84%
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