All Portfolios
Total Return by Period
Updated: Nov 14, 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 | -0.08% | -0.10% | -0.41% | 2.92% | 7.98% | 26.02% | 16.55% | 58.07% |
| Portfolio | Ray Dalio All Weather Portfolio | -0.31% | -0.19% | -0.79% | 4.30% | 7.99% | 20.98% | 8.52% | 52.85% |
| Portfolio | Golden Butterfly Portfolio | -0.50% | 0.09% | -1.10% | 5.72% | 13.42% | 39.45% | 33.49% | 89.72% |
| Portfolio | Couch Potato Portfolio | -0.07% | -0.10% | -0.04% | 2.32% | 7.62% | 32.49% | 28.68% | 83.07% |
| Portfolio | Bogleheads Three Fund Portfolio | -0.08% | 0.07% | 0.11% | 2.96% | 10.36% | 34.42% | 26.94% | 73.07% |
| Portfolio | Bogleheads Four Fund Portfolio | -0.09% | 0.06% | 0.15% | 2.92% | 9.96% | 34.16% | 27.07% | 73.32% |
| Portfolio | 60/40 Portfolio | -0.07% | -0.13% | 0.07% | 2.95% | 8.12% | 38.73% | 36.37% | 98.08% |
| Portfolio | Rick Ferri Core Four Portfolio | -0.07% | 0.08% | -0.02% | 2.74% | 10.03% | 30.30% | 22.37% | 59.08% |
| Portfolio | Bill Schultheis Coffeehouse Portfolio | -0.10% | -0.17% | -0.39% | 1.90% | 5.25% | 20.84% | 19.12% | 51.67% |
| Portfolio | William Bernstein's Coward Portfolio | -0.03% | 0.05% | 0.10% | 1.99% | 6.32% | 22.74% | 26.50% | 59.45% |
| Portfolio | Harry Brown Permanent Portfolio | -0.55% | 0.25% | -1.31% | 7.32% | 16.82% | 41.91% | 27.44% | 82.95% |
| Asset Class | Gold (GLD) | -1.80% | 2.08% | -3.35% | 22.29% | 58.63% | 127.17% | 112.21% | 267.36% |
| Asset Class | Agricultural Commodities (DBA) | -0.57% | -0.42% | -1.70% | -3.58% | 0.77% | 29.61% | 73.70% | 28.02% |
| Asset Class | Industrial Metals (DBB) | -0.32% | -0.09% | 3.01% | 10.55% | 10.33% | 7.74% | 32.39% | 86.36% |
| Asset Class | Commodities Broad Basket (DBC) | 0.22% | 0.31% | 3.84% | 5.51% | 4.74% | -11.86% | 72.06% | 62.45% |
| Asset Class | US Dollar (UUP) | 0.14% | -0.18% | 1.30% | 2.82% | -6.64% | -1.99% | 12.31% | 8.37% |
| Asset Class | US Equities (VTI) | -0.02% | -0.07% | 0.78% | 4.23% | 12.18% | 64.63% | 79.94% | 213.50% |
| Asset Class | Europe Equities (VGK) | -0.76% | 1.35% | 0.32% | 2.67% | 24.80% | 47.19% | 42.31% | 59.44% |
| Asset Class | Latin America Equities (ILF) | 0.23% | 0.93% | 8.15% | 16.88% | 26.05% | 19.21% | 23.40% | 29.31% |
| Asset Class | Pacific Developed Equities (VPL) | 0.64% | 0.78% | 1.87% | 5.37% | 25.12% | 40.56% | 23.69% | 58.89% |
| Asset Class | India Equities (INDA) | 0.77% | 1.62% | 0.31% | 3.62% | 2.28% | 25.10% | 50.26% | 100.88% |
| Asset Class | China Equities (FXI) | -1.30% | 0.45% | 0.30% | 4.64% | 33.96% | 49.09% | -15.48% | 6.93% |
| Asset Class | Emerging Markets Equities (EEM) | 0.05% | 0.75% | 1.44% | 10.05% | 27.96% | 41.65% | 13.72% | 61.22% |
| Asset Class | Developed Markets Equities (VEA) | -0.13% | 1.17% | 1.00% | 4.16% | 24.71% | 45.00% | 38.45% | 63.74% |
| Asset Class | US Real Estate Equities (VNQ) | 0.21% | -0.71% | -1.73% | -0.09% | -4.44% | 4.43% | 4.93% | 15.87% |
| Asset Class | Intl Real Estate Equities (VNQI) | 0.02% | 0.30% | -0.38% | 0.81% | 12.59% | 14.29% | -9.39% | -8.87% |
| Asset Class | Singapore Equities (EWS) | 0.53% | 0.07% | 1.32% | 2.52% | 27.25% | 48.74% | 38.87% | 167.29% |
| Asset Class | US Market Bonds (BND) | -0.15% | -0.23% | -0.96% | 0.98% | 2.35% | 3.34% | -15.55% | -8.65% |
| Asset Class | Developed Markets Bonds (BNDX) | -0.26% | -0.32% | -0.68% | 0.65% | -0.82% | 2.06% | -15.15% | -6.75% |
| Asset Class | Emerging Markets Bonds (EMB) | -0.06% | -0.05% | 0.24% | 2.26% | 6.04% | 13.78% | -15.69% | -11.29% |
| Asset Class | Long-Term US Treasuries (TLT) | -0.57% | -0.78% | -2.55% | 2.86% | -1.61% | -10.44% | -43.81% | -25.80% |
| Asset Class | Short-Term US Treasuries (SHY) | 0.04% | 0.00% | -0.31% | 0.19% | 1.10% | 1.94% | -4.05% | -2.13% |
| Asset Class | US High Yield Bonds (HYG) | 0.02% | -0.14% | -0.62% | -0.30% | 1.24% | 7.61% | -6.11% | -3.87% |
| Asset Class | US TIPS (TIP) | -0.12% | -0.14% | -0.83% | 0.65% | 3.10% | 3.51% | -11.63% | 0.72% |
| Asset Class | US Municipal Bonds (MUB) | -0.21% | -0.23% | -0.42% | 2.80% | -0.16% | 2.77% | -7.86% | -2.12% |
| Asset Class | US Corporate Bonds (LQD) | -0.27% | -0.42% | -1.74% | 0.46% | 1.89% | 4.51% | -18.79% | -4.36% |
| Sector | Energy | 1.70% | 2.77% | 7.02% | 7.55% | -3.00% | -2.19% | 171.61% | 36.47% |
| Sector | Financials | -1.00% | -0.63% | 0.52% | -0.02% | 5.66% | 48.00% | 94.04% | 117.09% |
| Sector | Communication Services | -0.54% | -0.70% | -3.14% | -0.13% | 14.67% | 120.19% | 73.65% | |
| Sector | Consumer Discretionary | -0.48% | -2.11% | -1.51% | 0.81% | 7.25% | 59.52% | 50.47% | 192.93% |
| Sector | Consumer Staples | -0.08% | 0.72% | -3.10% | -5.80% | -4.23% | 5.04% | 14.41% | 58.87% |
| Sector | Health Care | -0.60% | 3.89% | 5.97% | 11.47% | 5.06% | 14.09% | 35.42% | 114.63% |
| Sector | Industrials | 0.01% | -0.86% | 0.18% | 1.04% | 8.69% | 52.62% | 77.25% | 180.98% |
| Sector | Materials | -0.91% | 1.11% | -1.26% | -3.62% | -5.60% | 7.10% | 25.74% | 93.17% |
| Sector | Real Estate | 0.29% | -0.78% | -2.59% | -0.92% | -4.61% | 7.26% | 9.17% | 36.55% |
| Sector | Technology | 0.54% | -0.00% | 1.10% | 8.45% | 22.86% | 115.68% | 137.75% | 569.65% |
| Sector | Utilities | 0.09% | -1.04% | -3.07% | 3.67% | 13.68% | 30.51% | 34.30% | 108.95% |