All Portfolios
Total Return by Period
Updated: Jan 16, 2026
| Category | Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | David Swensen Unconventional Success | 0.11% | 0.77% | 2.50% | 2.26% | 13.44% | 26.33% | 16.36% | 71.99% |
| Portfolio | Ray Dalio All Weather | -0.33% | -0.01% | 0.85% | 0.71% | 11.08% | 20.00% | 7.65% | 57.96% |
| Portfolio | Golden Butterfly | -0.26% | 0.48% | 2.35% | 3.41% | 19.55% | 41.90% | 37.78% | 104.62% |
| Portfolio | Couch Potato | -0.12% | -0.15% | 0.82% | 1.43% | 9.55% | 34.21% | 25.24% | 95.92% |
| Portfolio | Bogleheads Three Fund | -0.08% | 0.09% | 1.74% | 2.58% | 14.00% | 35.00% | 24.77% | 89.73% |
| Portfolio | Bogleheads Four Fund | -0.07% | 0.11% | 1.79% | 2.39% | 13.53% | 34.87% | 24.66% | 89.99% |
| Portfolio | Sixty Forty | -0.10% | -0.14% | 1.04% | 2.25% | 10.95% | 40.54% | 32.83% | 115.78% |
| Portfolio | Rick Ferri Core Four | -0.00% | 0.34% | 2.05% | 2.45% | 14.17% | 30.18% | 20.13% | 73.61% |
| Portfolio | Bill Schultheis Coffeehouse | 0.01% | 0.66% | 2.30% | 3.11% | 10.41% | 22.91% | 16.86% | 67.37% |
| Portfolio | William Bernstein's Coward | 0.02% | 0.50% | 2.25% | 3.38% | 11.29% | 25.46% | 23.65% | 76.96% |
| Portfolio | Harry Brown Permanent | -0.26% | 0.32% | 1.81% | 1.95% | 21.40% | 42.14% | 31.90% | 91.35% |
| Asset Class | Gold (GLD) | -0.48% | 1.65% | 5.58% | 8.30% | 68.11% | 137.23% | 146.18% | 305.16% |
| Asset Class | Agricultural Commodities (DBA) | 0.04% | -0.70% | -2.29% | -3.54% | -2.81% | 30.61% | 54.59% | 27.55% |
| Asset Class | Industrial Metals (DBB) | -2.18% | -0.59% | 4.95% | 13.41% | 23.88% | 9.49% | 37.90% | 112.52% |
| Asset Class | Commodities Broad Basket (DBC) | -0.17% | 1.14% | 1.36% | 4.70% | 2.61% | -7.21% | 51.37% | 93.48% |
| Asset Class | US Dollar (UUP) | 0.00% | 0.37% | -2.28% | -1.15% | -7.36% | -0.44% | 12.05% | 6.57% |
| Asset Class | US Equities (VTI) | -0.06% | -0.16% | 1.67% | 4.45% | 16.48% | 71.12% | 73.48% | 258.48% |
| Asset Class | Europe Equities (VGK) | 0.30% | 0.47% | 4.08% | 6.65% | 33.12% | 42.59% | 40.69% | 89.14% |
| Asset Class | Latin America Equities (ILF) | 0.12% | 2.01% | 7.62% | 15.13% | 50.25% | 30.73% | 9.69% | 73.24% |
| Asset Class | Pacific Developed Equities (VPL) | 0.40% | 1.41% | 7.85% | 7.22% | 35.81% | 41.62% | 18.03% | 85.10% |
| Asset Class | India Equities (INDA) | -0.70% | -0.61% | -2.40% | -2.94% | 3.53% | 24.44% | 28.93% | 109.97% |
| Asset Class | China Equities (FXI) | -1.75% | -0.13% | 1.81% | -1.75% | 31.75% | 25.20% | -19.17% | 28.68% |
| Asset Class | Emerging Markets Equities (EEM) | -0.38% | 1.28% | 7.73% | 6.81% | 38.58% | 40.91% | 6.48% | 100.38% |
| Asset Class | Canada Equities (EWC) | -0.16% | 0.92% | 2.70% | 9.65% | 36.43% | 57.74% | 73.20% | 191.85% |
| Asset Class | Developed Markets Equities (VEA) | 0.28% | 0.95% | 5.34% | 7.30% | 34.78% | 44.27% | 35.09% | 93.70% |
| Asset Class | US Real Estate Equities (VNQ) | 1.22% | 3.52% | 4.55% | 1.59% | 3.24% | 4.74% | 9.47% | 21.92% |
| Asset Class | Intl Real Estate Equities (VNQI) | 0.36% | 0.72% | 4.54% | -0.59% | 21.25% | 7.91% | -11.50% | 1.22% |
| Asset Class | Japan Equities (EWJ) | 0.07% | 1.03% | 6.08% | 4.24% | 29.81% | 49.15% | 24.39% | 658.47% |
| Asset Class | Singapore Equities (EWS) | -0.04% | -0.99% | 4.12% | -0.11% | 28.04% | 42.48% | 25.01% | 202.48% |
| Asset Class | US Market Bonds (BND) | -0.16% | -0.12% | 0.22% | -0.91% | 3.16% | 0.45% | -15.05% | -8.73% |
| Asset Class | Developed Markets Bonds (BNDX) | -0.10% | 0.00% | 0.64% | -2.53% | -0.51% | -0.35% | -16.79% | -8.31% |
| Asset Class | Emerging Markets Bonds (EMB) | -0.20% | -0.16% | -0.06% | 0.49% | 7.28% | 9.44% | -15.18% | -7.26% |
| Asset Class | Long-Term US Treasuries (TLT) | -0.58% | -0.15% | 0.29% | -3.73% | 0.87% | -17.22% | -42.17% | -29.96% |
| Asset Class | Short-Term US Treasuries (SHY) | -0.02% | -0.05% | 0.04% | -0.36% | 0.84% | 1.35% | -4.12% | -2.29% |
| Asset Class | 7-10 Year US Treasuries (IEF) | -0.38% | -0.38% | -0.32% | -1.50% | 3.84% | -2.79% | -19.01% | -11.05% |
| Asset Class | US High Yield Bonds (HYG) | 0.06% | 0.11% | 0.91% | 0.46% | 2.14% | 6.17% | -6.91% | 4.44% |
| Asset Class | US TIPS (TIP) | -0.19% | -0.15% | 0.07% | -1.49% | 2.69% | 2.00% | -13.49% | -0.10% |
| Asset Class | US Municipal Bonds (MUB) | -0.11% | -0.05% | 0.84% | 0.18% | 1.53% | 0.05% | -8.10% | -3.35% |
| Asset Class | US Corporate Bonds (LQD) | -0.29% | -0.06% | 0.40% | -1.45% | 3.64% | 0.45% | -18.78% | -2.69% |
| Sector | Energy | 0.17% | 2.19% | 8.07% | -44.53% | -48.85% | -47.09% | 11.56% | -10.32% |
| Sector | Financials | 0.13% | -2.31% | -0.73% | 4.33% | 9.30% | 51.73% | 75.95% | 154.27% |
| Sector | Communication Services | -0.89% | -2.32% | -1.16% | 0.20% | 19.29% | 122.08% | 76.40% | |
| Sector | Consumer Discretionary | -0.33% | -1.70% | 0.37% | -47.83% | -45.90% | -12.52% | -26.24% | 70.41% |
| Sector | Consumer Staples | -0.32% | 3.61% | 4.23% | 2.99% | 6.91% | 9.79% | 25.11% | 67.98% |
| Sector | Health Care | -0.78% | -1.00% | 0.52% | 8.70% | 10.35% | 15.52% | 33.15% | 132.93% |
| Sector | Industrials | 0.68% | 3.07% | 7.08% | 10.00% | 21.89% | 64.29% | 87.89% | 243.13% |
| Sector | Materials | -0.57% | 0.87% | 7.30% | -44.61% | -44.53% | -41.31% | -35.39% | 28.85% |
| Sector | Real Estate | 1.22% | 4.22% | 4.66% | 0.40% | 2.73% | 6.67% | 16.15% | 43.33% |
| Sector | Technology | 0.11% | -0.36% | 0.71% | -48.91% | -36.82% | 11.09% | 14.28% | 269.78% |
| Sector | Utilities | -0.50% | 2.07% | 1.78% | -52.62% | -44.89% | -39.08% | -31.12% | -1.52% |