Consolidated Returns as of 31 March 2024
Holding the Harry Browne Permanent Portfolio with Bitcoin, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~15 years), the longest period with a negative return lasted 46 months (from December 2013 to September 2017).
This means that every rolling period of 47 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Harry Browne Permanent Portfolio with Bitcoin: ETF allocation and returns page.
Rolling Returns
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.96% |
+190.49%
Dec 2012 - Nov 2013 |
-29.51%
Jul 2011 - Jun 2012 |
14.53%
25 out of 172 |
US Inflation Adjusted | +10.19% |
+186.95%
Dec 2012 - Nov 2013 |
-30.65%
Jul 2011 - Jun 2012 |
18.60%
32 out of 172 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.61% |
+85.83%
Dec 2011 - Nov 2013 |
-10.69%
Jul 2011 - Jun 2013 |
13.13%
21 out of 160 |
US Inflation Adjusted | +12.32% |
+83.06%
Dec 2011 - Nov 2013 |
-12.17%
Jul 2011 - Jun 2013 |
16.88%
27 out of 160 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.31% |
+67.14%
Dec 2010 - Nov 2013 |
-4.81%
Dec 2013 - Nov 2016 |
0.68%
1 out of 148 |
US Inflation Adjusted | +11.52% |
+63.61%
Dec 2010 - Nov 2013 |
-5.86%
Dec 2013 - Nov 2016 |
13.51%
20 out of 148 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.56% |
+51.63%
Dec 2009 - Nov 2013 |
+3.04%
Dec 2013 - Nov 2017 |
0.00%
0 out of 136 |
US Inflation Adjusted | +12.19% |
+48.82%
Dec 2009 - Nov 2013 |
-0.96%
Nov 2019 - Oct 2023 |
2.21%
3 out of 136 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.27% |
+37.50%
Mar 2009 - Feb 2014 |
+2.79%
Dec 2013 - Nov 2018 |
0.00%
0 out of 124 |
US Inflation Adjusted | +12.06% |
+34.72%
Mar 2009 - Feb 2014 |
+0.91%
Jan 2018 - Dec 2022 |
0.00%
0 out of 124 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +17.50% |
+31.64%
Mar 2009 - Feb 2015 |
+5.04%
Dec 2013 - Nov 2019 |
0.00%
0 out of 112 |
US Inflation Adjusted | +15.90% |
+29.44%
Mar 2009 - Feb 2015 |
+2.28%
Feb 2018 - Jan 2024 |
0.00%
0 out of 112 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +20.44% |
+27.22%
Feb 2011 - Jan 2018 |
+6.65%
Dec 2013 - Nov 2020 |
0.00%
0 out of 100 |
US Inflation Adjusted | +18.65% |
+25.13%
Jul 2009 - Jun 2016 |
+4.21%
Oct 2016 - Sep 2023 |
0.00%
0 out of 100 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +20.12% |
+26.37%
Feb 2010 - Jan 2018 |
+7.05%
Dec 2013 - Nov 2021 |
0.00%
0 out of 88 |
US Inflation Adjusted | +18.15% |
+24.26%
Feb 2010 - Jan 2018 |
+4.57%
Mar 2015 - Feb 2023 |
0.00%
0 out of 88 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +19.65% |
+24.66%
Mar 2009 - Feb 2018 |
+4.71%
Dec 2013 - Nov 2022 |
0.00%
0 out of 76 |
US Inflation Adjusted | +17.49% |
+22.47%
Mar 2009 - Feb 2018 |
+1.91%
Dec 2013 - Nov 2022 |
0.00%
0 out of 76 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +18.16% |
+23.14%
Aug 2010 - Jul 2020 |
+5.08%
Dec 2013 - Nov 2023 |
0.00%
0 out of 64 |
US Inflation Adjusted | +15.95% |
+21.04%
Aug 2010 - Jul 2020 |
+2.23%
Dec 2013 - Nov 2023 |
0.00%
0 out of 64 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +19.76% |
+22.17%
Aug 2009 - Jul 2020 |
+11.42%
Jul 2011 - Jun 2022 |
0.00%
0 out of 52 |
US Inflation Adjusted | +17.09% |
+20.13%
Aug 2009 - Jul 2020 |
+8.70%
Jul 2011 - Jun 2022 |
0.00%
0 out of 52 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +18.39% |
+21.18%
May 2009 - Apr 2021 |
+11.01%
Jul 2011 - Jun 2023 |
0.00%
0 out of 40 |
US Inflation Adjusted | +15.43% |
+18.95%
Mar 2009 - Feb 2021 |
+8.26%
Jul 2011 - Jun 2023 |
0.00%
0 out of 40 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +17.63% |
+19.82%
Mar 2009 - Feb 2022 |
+16.49%
Nov 2010 - Oct 2023 |
0.00%
0 out of 28 |
US Inflation Adjusted | +14.68% |
+17.17%
Mar 2009 - Feb 2022 |
+13.49%
Nov 2010 - Oct 2023 |
0.00%
0 out of 28 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +17.27% |
+17.71%
May 2009 - Apr 2023 |
+16.56%
Oct 2009 - Sep 2023 |
0.00%
0 out of 16 |
US Inflation Adjusted | +14.33% |
+14.77%
May 2009 - Apr 2023 |
+13.66%
Oct 2009 - Sep 2023 |
0.00%
0 out of 16 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +16.82% |
+17.27%
Apr 2009 - Mar 2024 |
+16.55%
Jan 2009 - Dec 2023 |
0.00%
0 out of 4 |
US Inflation Adjusted | +13.91% |
+14.30%
Apr 2009 - Mar 2024 |
+13.64%
Jan 2009 - Dec 2023 |
0.00%
0 out of 4 |
To obtain comprehensive information, please consult the Harry Browne Permanent Portfolio with Bitcoin: ETF allocation and returns page.