All Portfolios
Total Return by Period
Updated: Feb 27, 2026
| Category | Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | David Swensen Unconventional Success | 0.02% | 0.58% | 3.06% | 4.25% | 13.76% | 32.00% | 18.81% | 69.39% |
| Portfolio | Ray Dalio All Weather | 0.33% | 0.94% | 2.46% | 2.26% | 11.55% | 27.69% | 12.87% | 55.93% |
| Portfolio | Golden Butterfly | 0.14% | 0.66% | 2.93% | 6.83% | 22.85% | 50.95% | 43.90% | 101.94% |
| Portfolio | Couch Potato | -0.17% | 0.10% | 0.38% | 0.63% | 9.61% | 35.18% | 25.06% | 88.52% |
| Portfolio | Bogleheads Three Fund | -0.14% | 0.14% | 1.35% | 2.80% | 14.98% | 38.76% | 26.34% | 86.17% |
| Portfolio | Bogleheads Four Fund | -0.15% | 0.13% | 1.35% | 2.63% | 14.68% | 38.77% | 26.61% | 85.94% |
| Portfolio | Sixty Forty | -0.21% | -0.06% | 0.20% | 0.63% | 11.81% | 41.60% | 32.49% | 106.96% |
| Portfolio | Rick Ferri Core Four | -0.09% | 0.24% | 1.91% | 3.52% | 14.71% | 35.39% | 21.93% | 70.37% |
| Portfolio | Bill Schultheis Coffeehouse | -0.12% | 0.13% | 2.31% | 3.97% | 11.99% | 27.51% | 19.00% | 63.90% |
| Portfolio | William Bernstein's Coward | -0.12% | 0.07% | 1.91% | 4.29% | 13.16% | 30.15% | 25.77% | 73.17% |
| Portfolio | Harry Brown Permanent | 0.37% | 1.09% | 2.90% | 6.21% | 24.36% | 53.20% | 42.76% | 91.73% |
| Asset Class | Gold (GLD) | 1.31% | 3.23% | 8.72% | 24.72% | 82.60% | 184.93% | 198.96% | 310.76% |
| Asset Class | Agricultural Commodities (DBA) | -0.12% | -0.04% | 1.40% | -1.51% | -2.95% | 28.88% | 50.40% | 30.62% |
| Asset Class | Industrial Metals (DBB) | 0.00% | 1.51% | 0.75% | 10.01% | 26.66% | 19.47% | 29.30% | 95.00% |
| Asset Class | Commodities Broad Basket (DBC) | 1.37% | 2.03% | 2.74% | 8.85% | 13.22% | 5.64% | 50.03% | 96.71% |
| Asset Class | US Dollar (UUP) | -0.07% | -0.04% | 0.86% | -4.01% | -7.45% | -4.71% | 10.44% | 6.20% |
| Asset Class | US Equities (VTI) | -0.51% | -0.44% | -0.53% | 0.73% | 17.42% | 69.79% | 69.32% | 236.55% |
| Asset Class | Europe Equities (VGK) | -0.29% | 0.18% | 3.05% | 10.60% | 29.15% | 51.04% | 47.24% | 92.42% |
| Asset Class | Latin America Equities (ILF) | -0.87% | -1.62% | 3.17% | 17.11% | 59.51% | 53.47% | 37.50% | 67.88% |
| Asset Class | Pacific Developed Equities (VPL) | 0.12% | 2.07% | 10.24% | 19.93% | 47.74% | 65.62% | 34.96% | 106.66% |
| Asset Class | India Equities (INDA) | -0.59% | -2.15% | 1.02% | -4.46% | 7.66% | 34.72% | 27.39% | 107.34% |
| Asset Class | China Equities (FXI) | -0.29% | -3.94% | -5.88% | -5.69% | 3.41% | 33.33% | -24.03% | 18.84% |
| Asset Class | Emerging Markets Equities (EEM) | -0.21% | 0.38% | 5.89% | 15.21% | 42.84% | 63.69% | 16.47% | 99.30% |
| Asset Class | Canada Equities (EWC) | -0.29% | 1.43% | 6.86% | 10.02% | 42.11% | 70.28% | 80.23% | 162.23% |
| Asset Class | Developed Markets Equities (VEA) | -0.10% | 1.04% | 6.10% | 14.08% | 37.64% | 59.02% | 46.30% | 103.65% |
| Asset Class | US Real Estate Equities (VNQ) | 0.18% | 0.85% | 5.39% | 4.76% | 2.77% | 11.63% | 8.90% | 21.33% |
| Asset Class | Intl Real Estate Equities (VNQI) | -0.10% | 0.06% | 5.78% | 6.04% | 24.96% | 21.49% | -7.21% | 0.69% |
| Asset Class | Japan Equities (EWJ) | -0.12% | 0.98% | 7.76% | 11.28% | 33.87% | 65.12% | 35.40% | 727.69% |
| Asset Class | Singapore Equities (EWS) | -0.10% | -2.24% | 1.99% | 1.34% | 23.74% | 50.39% | 30.36% | 190.61% |
| Asset Class | US Market Bonds (BND) | 0.20% | 0.48% | 1.27% | 0.52% | 2.48% | 4.30% | -12.53% | -8.12% |
| Asset Class | Developed Markets Bonds (BNDX) | 0.18% | 0.45% | 1.30% | -0.91% | -0.26% | 3.02% | -13.94% | -9.09% |
| Asset Class | Emerging Markets Bonds (EMB) | 0.05% | 0.08% | 1.19% | 1.03% | 6.84% | 14.65% | -11.18% | -9.56% |
| Asset Class | Long-Term US Treasuries (TLT) | 0.61% | 1.58% | 4.24% | 0.68% | -0.54% | -10.71% | -36.54% | -29.28% |
| Asset Class | Short-Term US Treasuries (SHY) | 0.13% | 0.23% | 0.23% | 0.12% | 0.86% | 2.70% | -3.64% | -1.91% |
| Asset Class | 7-10 Year US Treasuries (IEF) | 0.40% | 0.93% | 2.14% | 0.50% | 3.36% | 2.33% | -15.35% | -10.55% |
| Asset Class | US High Yield Bonds (HYG) | -0.16% | -0.35% | -0.49% | -0.33% | 1.01% | 8.31% | -6.62% | -0.25% |
| Asset Class | US TIPS (TIP) | 0.15% | 0.62% | 1.27% | 0.56% | 2.10% | 4.39% | -11.09% | -0.51% |
| Asset Class | US Municipal Bonds (MUB) | 0.00% | 0.35% | 0.99% | 1.39% | 1.41% | 3.29% | -5.77% | -1.83% |
| Asset Class | US Corporate Bonds (LQD) | -0.04% | 0.08% | 1.00% | -0.16% | 2.34% | 5.44% | -15.57% | -2.08% |
| Sector | Energy | 1.58% | 1.90% | 9.54% | -38.18% | -37.60% | -33.18% | 16.14% | -3.69% |
| Sector | Financials | -2.04% | -2.02% | -3.76% | -3.56% | 0.59% | 43.98% | 59.18% | 135.92% |
| Sector | Communication Services | 1.14% | 1.07% | -1.69% | 2.31% | 17.43% | 120.65% | 64.94% | |
| Sector | Consumer Discretionary | -0.16% | -0.50% | -3.56% | -50.58% | -44.99% | -19.71% | -27.48% | 52.94% |
| Sector | Consumer Staples | 1.29% | 2.41% | 7.78% | 13.41% | 9.78% | 24.96% | 42.20% | 75.08% |
| Sector | Health Care | 1.77% | 2.16% | 3.53% | 1.62% | 8.82% | 25.97% | 42.26% | 136.81% |
| Sector | Industrials | 0.25% | -0.05% | 7.07% | 15.26% | 31.67% | 75.44% | 95.50% | 233.35% |
| Sector | Materials | 0.77% | 0.85% | 8.40% | -40.26% | -39.31% | -34.73% | -27.38% | 24.59% |
| Sector | Real Estate | 0.48% | 0.64% | 5.82% | 5.21% | 2.31% | 14.73% | 17.41% | 45.99% |
| Sector | Technology | -1.60% | -1.50% | -3.56% | -51.52% | -37.66% | 1.64% | 6.17% | 228.89% |
| Sector | Utilities | 1.17% | 3.02% | 10.36% | -47.34% | -38.83% | -26.57% | -18.21% | 3.60% |