All Portfolios

Total Return by Period

Updated: Nov 06, 2025

CategoryName1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
PortfolioDavid Swensen Unconventional Success Portfolio-0.34%-0.76%0.04%3.15%7.34%32.79%19.23%57.22%
PortfolioRay Dalio All Weather Portfolio0.09%-0.79%0.31%4.21%7.66%26.65%8.37%54.02%
PortfolioGolden Butterfly Portfolio-0.25%-0.78%-0.21%5.34%11.36%41.78%35.26%88.16%
PortfolioCouch Potato Portfolio-0.43%-0.81%-0.31%2.68%7.52%36.96%30.08%83.67%
PortfolioBogleheads Three Fund Portfolio-0.38%-0.83%-0.04%3.48%9.79%40.18%29.61%72.69%
PortfolioBogleheads Four Fund Portfolio-0.42%-0.83%-0.00%3.41%9.46%39.83%29.47%74.61%
Portfolio60/40 Portfolio-0.53%-0.92%-0.16%3.62%8.32%43.98%38.07%97.59%
PortfolioRick Ferri Core Four Portfolio-0.31%-0.74%-0.02%3.21%9.28%35.76%23.50%58.84%
PortfolioBill Schultheis Coffeehouse Portfolio-0.24%-0.53%-0.32%2.51%4.58%24.56%23.30%51.40%
PortfolioWilliam Bernstein's Coward Portfolio-0.34%-0.54%-0.18%2.47%5.34%26.79%30.38%59.03%
PortfolioHarry Brown Permanent Portfolio-0.04%-0.84%0.11%6.18%15.13%46.87%25.29%81.13%
Asset ClassGold (GLD)-0.12%-1.10%0.18%16.94%48.99%134.89%99.83%250.64%
Asset ClassAgricultural Commodities (DBA)-1.66%-0.57%-1.43%-0.38%3.82%29.51%75.47%28.05%
Asset ClassIndustrial Metals (DBB)-0.37%-0.88%0.99%9.80%6.80%14.41%33.11%76.89%
Asset ClassCommodities Broad Basket (DBC)0.13%0.57%1.33%4.62%1.02%-13.28%74.29%54.50%
Asset ClassUS Dollar (UUP)-0.53%0.18%0.54%2.73%-4.67%-4.99%13.22%9.31%
Asset ClassUS Equities (VTI)-1.14%-1.41%-0.39%5.22%12.31%72.75%83.74%208.51%
Asset ClassEurope Equities (VGK)-0.48%-1.33%-0.64%2.52%19.79%54.51%47.47%55.39%
Asset ClassLatin America Equities (ILF)-0.07%1.63%7.02%15.73%19.62%14.44%26.51%27.16%
Asset ClassPacific Developed Equities (VPL)-0.48%-0.62%1.97%6.21%21.12%49.46%26.92%58.44%
Asset ClassIndia Equities (INDA)-1.25%-1.20%1.53%2.88%-2.76%24.38%50.58%96.63%
Asset ClassChina Equities (FXI)0.93%-0.02%-0.91%6.56%26.70%67.53%-15.90%5.16%
Asset ClassEmerging Markets Equities (EEM)-0.74%-1.30%1.45%10.66%22.15%51.05%14.15%58.95%
Asset ClassDeveloped Markets Equities (VEA)-0.46%-1.00%0.17%4.14%20.45%52.50%42.30%60.99%
Asset ClassUS Real Estate Equities (VNQ)-0.48%-0.11%-0.47%-0.24%-4.82%8.80%11.20%15.57%
Asset ClassIntl Real Estate Equities (VNQI)0.34%-0.76%-0.04%0.36%8.61%22.78%-6.39%-8.83%
Asset ClassSingapore Equities (EWS)0.85%-0.04%-2.14%4.84%32.34%61.55%44.90%162.23%
Asset ClassUS Market Bonds (BND)0.39%-0.31%0.19%1.29%2.71%6.81%-15.51%-7.99%
Asset ClassDeveloped Markets Bonds (BNDX)0.04%-0.30%0.49%0.57%-0.02%4.48%-15.03%-5.70%
Asset ClassEmerging Markets Bonds (EMB)0.33%-0.54%0.97%2.77%6.02%19.40%-14.89%-10.87%
Asset ClassLong-Term US Treasuries (TLT)0.90%-0.88%0.65%2.83%-0.49%-3.77%-43.69%-24.14%
Asset ClassShort-Term US Treasuries (SHY)0.12%-0.19%0.00%0.21%0.98%2.70%-4.16%-2.07%
Asset ClassUS High Yield Bonds (HYG)0.04%-0.67%-0.20%0.05%1.17%10.11%-5.83%-4.67%
Asset ClassUS TIPS (TIP)0.27%-0.29%-0.22%0.48%2.79%5.13%-11.30%1.06%
Asset ClassUS Municipal Bonds (MUB)0.22%-0.12%0.63%3.09%1.23%5.38%-7.56%-1.48%
Asset ClassUS Corporate Bonds (LQD)0.53%-0.67%-0.10%1.39%2.53%10.10%-18.55%-3.17%
SectorEnergy0.97%0.89%0.58%3.93%-5.65%-5.08%205.12%27.72%
SectorFinancials-0.36%0.34%-1.71%1.08%5.77%53.02%109.98%114.27%
SectorCommunication Services-0.90%-1.68%-2.19%4.43%17.82%141.51%76.45%
SectorConsumer Discretionary-2.31%0.74%0.11%5.23%12.45%72.47%54.16%193.26%
SectorConsumer Staples-0.45%-1.18%-3.13%-8.34%-4.98%4.29%16.15%54.76%
SectorHealth Care0.19%1.14%1.21%12.12%-1.42%10.38%32.77%104.97%
SectorIndustrials-0.40%-1.36%-0.46%1.17%7.89%58.80%87.60%180.29%
SectorMaterials-0.49%-1.59%-4.36%-4.02%-10.71%11.56%24.71%88.36%
SectorReal Estate-0.49%-0.37%-0.97%-1.26%-4.48%12.58%14.31%37.09%
SectorTechnology-2.01%-3.74%-0.36%8.74%23.92%135.07%137.84%558.53%
SectorUtilities-0.44%-1.40%-2.33%2.65%14.07%34.42%37.94%108.83%
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