Last Update: 31 January 2021

The Paul Boyer Permanent Portfolio obtained a 5.58% compound annual return, with a 6.63% standard deviation, in the last 10 years.

The Betterment Robo Advisor 50 Portfolio obtained a 6.92% compound annual return, with a 7.95% standard deviation, in the last 10 years.

Summary

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Paul Boyer Permanent Portfolio Betterment Robo Advisor 50 Portfolio
Risk Medium Medium
Asset Allocation Stocks 25% 49.9%
Fixed Income 50% 50.1%
Commodities 25% 0%
10 Years Stats Return +5.58% +6.92%
Std Dev 6.63% 7.95%
Max Drawdown -9.15% -13.47%

Last Update: 31 January 2021

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Paul Boyer Permanent Portfolio -0.54 +4.60 +1.39 +12.26 +7.51 +8.25 +5.58 +6.22
Betterment Robo Advisor 50 Portfolio -0.10 +9.85 +9.99 +9.68 +5.85 +8.90 +6.92 +6.09
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

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Year Paul Boyer Permanent Portfolio Betterment Robo Advisor 50 Portfolio
2021
-0.54% -0.10%
2020
+15.04% +9.26%
2019
+13.97% +17.29%
2018
-3.50% -5.31%
2017
+11.87% +14.03%
2016
+7.19% +8.32%
2015
-5.29% -1.57%
2014
+6.63% +5.37%
2013
-5.67% +10.33%
2012
+6.80% +13.22%
2011
+8.99% +1.09%
2010
+15.54% +11.57%
2009
+12.50% +22.95%
2008
+1.32% -19.41%
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