60/40 Portfolio
VS
Couch Potato Portfolio
Total Return by Period
Updated: Nov 05, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Couch Potato Portfolio | 0.03% | -1.02% | -0.11% | 3.61% | 9.33% | 38.06% | 30.67% | 83.26% |
| 60/40 Portfolio | 0.14% | -1.12% | 0.14% | 4.47% | 10.60% | 45.77% | 38.80% | 97.91% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Couch Potato Portfolio | 12.66% | 14.77% | -15.54% | 15.34% | 15.78% | 19.32% | -3.21% | 11.89% | 8.82% | -0.72% |
| 60/40 Portfolio | 14.66% | 17.59% | -16.75% | 14.16% | 15.99% | 21.78% | -3.03% | 14.04% | 8.75% | 0.46% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Couch Potato Portfolio | 83.26% | 6.55% | 6.26% | -38.00% | 0.36 | 0.45 | 0.17 | 0.07 |
| 60/40 Portfolio | 97.91% | 7.51% | 7.08% | -39.19% | 0.39 | 0.47 | 0.19 | 0.07 |
Total Return
No Taxes, No Rebalancing.