Larry Swedroe Larry vs Betterment Robo Advisor 50 Portfolio Comparison

Last Update: 29 February 2024

The Larry Swedroe Larry Portfolio obtained a 5.83% compound annual return, with a 5.55% standard deviation, in the last 30 Years.

The Betterment Robo Advisor 50 Portfolio obtained a 7.19% compound annual return, with a 9.28% standard deviation, in the last 30 Years.

Summary

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Larry Swedroe Larry Portfolio Betterment Robo Advisor 50 Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 30% 49.9%
Fixed Income 70% 50.1%
Commodities 0% 0%
30 Years Stats Return +5.83% +7.19%
Std Dev 5.55% 9.28%
Max Drawdown -15.96% -30.72%
All time Stats
(Since Jan 1985)
Return +7.80% +9.17%
Std Dev 6.17% 9.51%
Max Drawdown -15.96% -30.72%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Larry Swedroe Larry Portfolio -0.25 +3.04 +3.69 +1.85 +2.49 +5.83 +7.80
Betterment Robo Advisor 50 Portfolio +1.72 +6.53 +11.06 +4.75 +4.88 +7.19 +9.17
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Larry Swedroe Larry Portfolio: an investment of 1$, since March 1994, now would be worth 5.47$, with a total return of 446.97% (5.83% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1$, since March 1994, now would be worth 8.03$, with a total return of 702.60% (7.19% annualized).

Larry Swedroe Larry Portfolio: an investment of 1$, since January 1985, now would be worth 18.95$, with a total return of 1795.18% (7.80% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1$, since January 1985, now would be worth 31.10$, with a total return of 3009.72% (9.17% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Larry Swedroe Larry Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-30.72% Nov 2007 Feb 2009 (16) Apr 2010 (30) 14.13
-20.25% Jan 2022 Sep 2022 (9) In progress (26) 10.95
-15.96% Jun 2021 Sep 2022 (16) In progress (33) 9.09
-13.31% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.81
-12.79% May 1998 Aug 1998 (4) Dec 1998 (8) 5.56
-11.47% Apr 2008 Feb 2009 (11) Jul 2009 (16) 5.18
-10.86% May 2002 Sep 2002 (5) May 2003 (13) 5.87
-9.49% May 2011 Sep 2011 (5) Feb 2012 (10) 3.89
-8.54% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.79
-7.45% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.24
-7.06% May 2015 Jan 2016 (9) Jul 2016 (15) 3.86
-5.51% May 2010 Jun 2010 (2) Sep 2010 (5) 3.01
-5.38% Jan 2020 Mar 2020 (3) Jul 2020 (7) 2.42
-5.14% May 1998 Aug 1998 (4) Nov 1998 (7) 2.18
-4.79% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.40
-4.61% Mar 1994 Jun 1994 (4) Apr 1995 (14) 3.00
-4.36% Apr 2012 May 2012 (2) Aug 2012 (5) 1.89
-4.28% Mar 1994 Jun 1994 (4) Apr 1995 (14) 2.86
-4.08% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.25
-3.98% Apr 2004 May 2004 (2) Sep 2004 (6) 2.62

Drawdown comparison chart since January 1985.

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Larry Swedroe Larry Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-30.72% Nov 2007 Feb 2009 (16) Apr 2010 (30) 14.13
-20.25% Jan 2022 Sep 2022 (9) In progress (26) 10.95
-15.96% Jun 2021 Sep 2022 (16) In progress (33) 9.09
-14.26% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.63
-13.31% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.81
-12.79% May 1998 Aug 1998 (4) Dec 1998 (8) 5.56
-11.61% Aug 1990 Sep 1990 (2) Feb 1991 (7) 6.17
-11.47% Apr 2008 Feb 2009 (11) Jul 2009 (16) 5.18
-10.86% May 2002 Sep 2002 (5) May 2003 (13) 5.87
-9.49% May 2011 Sep 2011 (5) Feb 2012 (10) 3.89
-9.16% Sep 1987 Nov 1987 (3) Jun 1988 (10) 4.44
-8.54% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.79
-7.55% Jan 1990 Apr 1990 (4) Jul 1990 (7) 4.01
-7.45% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.24
-7.44% Feb 1994 Jun 1994 (5) May 1995 (16) 5.26
-7.31% Feb 1994 Jun 1994 (5) May 1995 (16) 5.36
-7.06% May 2015 Jan 2016 (9) Jul 2016 (15) 3.86
-6.63% Aug 1990 Sep 1990 (2) Jan 1991 (6) 3.69
-5.51% May 2010 Jun 2010 (2) Sep 2010 (5) 3.01
-5.38% Jan 2020 Mar 2020 (3) Jul 2020 (7) 2.42

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
-1.32%
-1.32%
+1.00%
-0.71%
2023
+6.94%
-6.22%
+12.47%
-7.29%
2022
-11.20%
-14.55%
-14.79%
-20.25%
2021
+3.41%
-2.64%
+7.95%
-2.64%
2020
+6.44%
-5.38%
+9.50%
-13.31%
2019
+10.64%
-1.45%
+17.41%
-2.78%
2018
-3.54%
-4.08%
-5.36%
-7.45%
2017
+7.74%
0.00%
+14.19%
0.00%
2016
+6.87%
-1.26%
+8.00%
-2.25%
2015
-0.54%
-3.22%
-1.55%
-6.85%
2014
+2.38%
-2.37%
+5.47%
-2.43%
2013
+6.31%
-2.41%
+10.19%
-3.88%
2012
+7.27%
-2.25%
+13.19%
-4.36%
2011
+3.23%
-3.97%
+1.17%
-9.49%
2010
+10.82%
-2.16%
+11.61%
-5.51%
2009
+10.12%
-7.76%
+23.06%
-11.58%
2008
-2.44%
-7.60%
-19.44%
-24.47%
2007
+8.99%
-0.45%
+8.19%
-2.74%
2006
+9.57%
-2.17%
+13.22%
-2.76%
2005
+6.71%
-1.81%
+9.54%
-2.36%
2004
+10.23%
-3.98%
+12.75%
-3.66%
2003
+16.93%
-0.92%
+24.96%
-1.03%
2002
+7.68%
-1.92%
-2.56%
-10.86%
2001
+6.47%
-2.38%
+1.49%
-8.54%
2000
+10.81%
-1.59%
+1.53%
-4.79%
1999
+4.08%
-3.38%
+17.87%
-2.47%
1998
+6.06%
-5.14%
+8.83%
-12.79%
1997
+8.62%
-1.80%
+10.06%
-3.98%
1996
+5.81%
-1.78%
+13.19%
-1.81%
1995
+18.99%
0.00%
+20.93%
-0.56%
1994
-4.77%
-7.44%
-3.66%
-7.31%
1993
+20.95%
-1.55%
+24.85%
-2.42%
1992
+9.36%
-1.05%
+5.53%
-2.73%
1991
+26.47%
-2.04%
+30.42%
-3.25%
1990
+1.93%
-6.63%
-2.59%
-11.61%
1989
+22.14%
0.00%
+24.37%
-1.05%
1988
+12.93%
-1.48%
+16.22%
-2.20%
1987
-0.86%
-9.16%
+0.64%
-14.26%
1986
+17.85%
-3.07%
+21.70%
-4.04%
1985
+27.10%
-0.72%
+30.70%
-1.22%