Last Update: 31 August 2021

The Larry Swedroe Larry Portfolio obtained a 4.8% compound annual return, with a 4.36% standard deviation, in the last 10 years.

The Betterment Robo Advisor 50 Portfolio obtained a 7.72% compound annual return, with a 7.82% standard deviation, in the last 10 years.

Summary

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Larry Swedroe Larry Portfolio Betterment Robo Advisor 50 Portfolio
Risk Medium Medium
Asset Allocation Stocks 30% 49.9%
Fixed Income 70% 50.1%
Commodities 0% 0%
10 Years Stats Return +4.80% +7.72%
Std Dev 4.36% 7.82%
Max Drawdown -5.39% -13.31%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1999

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Larry Swedroe Larry Portfolio +0.46 -0.33 +2.55 +10.28 +5.78 +5.19 +4.80 +6.59
Betterment Robo Advisor 50 Portfolio +1.13 +2.00 +6.99 +15.88 +9.12 +8.37 +7.72 +7.58
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1999.

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Year Larry Swedroe Larry Portfolio Betterment Robo Advisor 50 Portfolio
2021
+4.79% +7.64%
2020
+6.44% +9.50%
2019
+10.64% +17.41%
2018
-3.54% -5.36%
2017
+7.74% +14.19%
2016
+6.87% +8.00%
2015
-0.54% -1.55%
2014
+2.38% +5.47%
2013
+6.31% +10.19%
2012
+7.27% +13.19%
2011
+3.23% +1.17%
2010
+10.82% +11.61%
2009
+10.12% +23.06%
2008
-2.44% -19.44%
2007
+8.99% +8.19%
2006
+9.57% +13.22%
2005
+6.71% +9.54%
2004
+10.23% +12.75%
2003
+16.93% +24.96%
2002
+7.68% -2.56%
2001
+6.47% +1.49%
2000
+10.81% +1.53%
1999
+4.08% +17.87%
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