All Portfolios

Total Return by Period

Updated: Sep 04, 2026

CategoryName1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
PortfolioDavid Swensen Unconventional Success-0.05%-0.07%-0.38%2.28%13.57%44.31%22.81%101.49%
PortfolioRay Dalio All Weather-0.11%0.05%0.56%1.43%10.50%33.76%14.23%72.89%
PortfolioGolden Butterfly-0.18%-0.12%0.03%2.35%12.90%50.63%39.41%113.55%
PortfolioCouch Potato-0.17%0.06%-0.32%2.18%9.73%41.43%33.56%127.62%
PortfolioBogleheads Three Fund-0.01%0.18%-0.05%3.22%13.85%48.82%36.70%125.76%
PortfolioBogleheads Four Fund-0.01%0.19%-0.11%3.19%13.79%48.72%36.91%126.03%
PortfolioSixty Forty-0.18%-0.00%-0.43%2.79%12.45%49.28%39.86%148.00%
PortfolioRick Ferri Core Four-0.00%0.14%-0.09%2.97%13.45%46.24%31.92%109.73%
PortfolioBill Schultheis Coffeehouse-0.05%-0.03%-0.46%2.75%12.54%41.02%28.15%98.97%
PortfolioWilliam Bernstein's Coward0.05%0.26%0.08%3.56%14.74%44.00%37.73%108.17%
PortfolioHarry Brown Permanent-0.25%-0.20%0.32%1.46%11.11%48.61%35.19%95.43%
Asset ClassGold (GLD)-0.84%-0.52%2.08%2.66%24.51%127.70%137.79%216.04%
Asset ClassAgricultural Commodities (DBA)-0.83%-1.16%4.45%9.28%9.70%48.37%71.37%65.42%
Asset ClassIndustrial Metals (DBB)-0.16%1.06%1.50%0.78%33.61%61.35%44.51%130.07%
Asset ClassCommodities Broad Basket (DBC)-0.19%3.61%10.34%9.13%48.35%45.51%89.32%159.88%
Asset ClassUS Dollar (UUP)0.25%-0.35%0.04%0.21%5.47%10.52%31.74%37.22%
Asset ClassUS Equities (VTI)-0.32%0.10%-0.54%4.80%20.00%76.87%73.85%296.24%
Asset ClassEurope Equities (VGK)0.00%-0.26%-0.93%6.72%20.92%68.14%53.88%151.54%
Asset ClassLatin America Equities (ILF)-0.77%4.10%4.19%10.23%37.79%62.55%79.39%101.18%
Asset ClassPacific Developed Equities (VPL)1.27%2.70%4.11%8.14%41.94%87.20%62.94%159.42%
Asset ClassIndia Equities (INDA)-0.02%0.71%-0.90%5.43%-5.10%13.38%7.96%82.25%
Asset ClassChina Equities (FXI)1.53%1.04%-0.80%4.04%-4.64%40.09%-2.65%18.08%
Asset ClassEmerging Markets Equities (EEM)1.82%2.32%4.66%6.91%40.53%87.79%45.61%124.04%
Asset ClassDeveloped Markets Equities (VEA)0.44%0.96%1.19%7.19%29.30%78.28%61.13%160.54%
Asset ClassUS Real Estate Equities (VNQ)-0.66%-1.25%-2.45%-0.80%8.14%31.41%3.95%56.65%
Asset ClassIntl Real Estate Equities (VNQI)0.18%0.02%-2.08%2.98%1.77%28.03%-7.59%19.05%
Asset ClassUS Market Bonds (BND)0.03%-0.15%-0.27%-0.18%1.28%13.77%-1.57%14.37%
Asset ClassDeveloped Markets Bonds (BNDX)0.11%-0.06%-0.79%-0.44%0.78%12.59%-0.12%15.15%
Asset ClassEmerging Markets Bonds (EMB)0.02%-0.01%-0.37%0.31%5.16%30.53%6.78%29.00%
Asset ClassLong-Term US Treasuries (TLT)0.17%-0.43%-0.28%-2.23%-1.81%-0.97%-34.33%-22.33%
Asset ClassShort-Term US Treasuries (SHY)-0.02%0.05%0.02%0.69%1.96%12.30%8.82%17.38%
Asset Class7-10 Year US Treasuries (IEF)-0.03%-0.29%-0.63%-0.44%-0.75%9.59%-8.93%3.44%
Asset ClassUS High Yield Bonds (HYG)-0.06%-0.18%-0.02%1.16%3.36%26.16%18.51%53.76%
Asset ClassUS TIPS (TIP)-0.03%0.03%-0.10%-0.41%-0.36%11.22%-0.25%23.36%
Asset ClassUS Municipal Bonds (MUB)0.03%-0.86%-1.53%-1.95%2.47%8.58%1.77%17.50%
Asset ClassUS Corporate Bonds (LQD)-0.02%-0.40%-0.59%-1.31%-0.40%15.27%-4.94%21.08%
Subscribe To Our Newsletter
Stay ahead with weekly market updates, portfolio performance insights, and smart investing tips—straight to your inbox.