Ray Dalio All Weather 2x Leveraged vs Betterment Robo Advisor 50 Portfolio Comparison

Last Update: 29 February 2024

The Ray Dalio All Weather 2x Leveraged Portfolio obtained a 7.35% compound annual return, with a 17.72% standard deviation, in the last 10 Years.

The Betterment Robo Advisor 50 Portfolio obtained a 4.88% compound annual return, with a 9.11% standard deviation, in the last 10 Years.

Summary

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Ray Dalio All Weather 2x Leveraged Portfolio Betterment Robo Advisor 50 Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 37.5% 49.9%
Fixed Income 55% 50.1%
Commodities 7.5% 0%
10 Years Stats Return +7.35% +4.88%
Std Dev 17.72% 9.11%
Max Drawdown -37.02% -20.25%
All time Stats
(Since Mar 2010)
Return +11.14% +6.14%
Std Dev 16.00% 8.94%
Max Drawdown -37.02% -20.25%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from March 2010

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1M 6M 1Y 5Y 10Y MAX
Ray Dalio All Weather 2x Leveraged Portfolio +0.69 +4.45 +9.07 +6.87 +7.35 +11.14
Betterment Robo Advisor 50 Portfolio +1.72 +6.53 +11.06 +4.75 +4.88 +6.14
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Ray Dalio All Weather 2x Leveraged Portfolio: an investment of 1$, since March 2014, now would be worth 2.03$, with a total return of 103.26% (7.35% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1$, since March 2014, now would be worth 1.61$, with a total return of 61.09% (4.88% annualized).

Ray Dalio All Weather 2x Leveraged Portfolio: an investment of 1$, since March 2010, now would be worth 4.39$, with a total return of 338.60% (11.14% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1$, since March 2010, now would be worth 2.30$, with a total return of 130.21% (6.14% annualized).

Drawdowns

Drawdown comparison chart since March 2014.

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Ray Dalio All Weather 2x Leveraged 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
-37.02% Jan 2022 Oct 2023 (22) In progress (26) 23.73
-20.25% Jan 2022 Sep 2022 (9) In progress (26) 10.95
-15.40% Feb 2015 Sep 2015 (8) Jun 2016 (17) 9.49
-14.01% Aug 2016 Nov 2016 (4) Nov 2017 (16) 7.18
-13.31% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.81
-11.91% Feb 2018 Oct 2018 (9) Mar 2019 (14) 6.50
-10.15% Aug 2020 Oct 2020 (3) May 2021 (10) 5.07
-7.45% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.24
-7.06% May 2015 Jan 2016 (9) Jul 2016 (15) 3.86
-4.76% Sep 2014 Sep 2014 (1) Nov 2014 (3) 2.51
-4.36% Sep 2021 Sep 2021 (1) Oct 2021 (2) 2.52
-3.74% Mar 2020 Mar 2020 (1) Apr 2020 (2) 2.16
-2.78% May 2019 May 2019 (1) Jun 2019 (2) 1.60
-2.64% Sep 2021 Sep 2021 (1) Dec 2021 (4) 1.47
-2.43% Sep 2014 Sep 2014 (1) Feb 2015 (6) 1.14
-2.07% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.23
-1.91% Sep 2019 Sep 2019 (1) Jan 2020 (5) 1.07
-1.82% Oct 2016 Nov 2016 (2) Jan 2017 (4) 1.11
-1.45% Jul 2014 Jul 2014 (1) Aug 2014 (2) 0.83
-0.84% Jul 2014 Jul 2014 (1) Aug 2014 (2) 0.49

Drawdown comparison chart since March 2010.

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Ray Dalio All Weather 2x Leveraged 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
-37.02% Jan 2022 Oct 2023 (22) In progress (26) 23.73
-20.25% Jan 2022 Sep 2022 (9) In progress (26) 10.95
-15.40% Feb 2015 Sep 2015 (8) Jun 2016 (17) 9.49
-14.01% Aug 2016 Nov 2016 (4) Nov 2017 (16) 7.18
-13.31% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.81
-11.91% Feb 2018 Oct 2018 (9) Mar 2019 (14) 6.50
-10.15% Aug 2020 Oct 2020 (3) May 2021 (10) 5.07
-9.99% May 2013 Jun 2013 (2) Jan 2014 (9) 5.59
-9.49% May 2011 Sep 2011 (5) Feb 2012 (10) 3.89
-7.45% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.24
-7.06% May 2015 Jan 2016 (9) Jul 2016 (15) 3.86
-5.64% May 2010 Jun 2010 (2) Sep 2010 (5) 3.09
-4.76% Sep 2014 Sep 2014 (1) Nov 2014 (3) 2.51
-4.36% Sep 2021 Sep 2021 (1) Oct 2021 (2) 2.52
-4.36% Apr 2012 May 2012 (2) Aug 2012 (5) 1.89
-3.88% May 2013 Jun 2013 (2) Sep 2013 (5) 2.18
-3.82% Jun 2011 Jun 2011 (1) Jul 2011 (2) 2.20
-3.74% Mar 2020 Mar 2020 (1) Apr 2020 (2) 2.16
-3.39% Oct 2012 Dec 2012 (3) Mar 2013 (6) 2.04
-2.78% May 2019 May 2019 (1) Jun 2019 (2) 1.60

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
-1.19%
-1.87%
+1.00%
-0.71%
2023
+12.72%
-19.81%
+12.47%
-7.29%
2022
-29.60%
-36.33%
-14.79%
-20.25%
2021
+19.72%
-5.30%
+7.95%
-2.64%
2020
+19.68%
-10.15%
+9.50%
-13.31%
2019
+34.09%
-1.91%
+17.41%
-2.78%
2018
-10.77%
-11.91%
-5.36%
-7.45%
2017
+21.37%
-0.83%
+14.19%
0.00%
2016
+11.11%
-14.01%
+8.00%
-2.25%
2015
-8.24%
-15.40%
-1.55%
-6.85%
2014
+32.31%
-4.76%
+5.47%
-2.43%
2013
+8.66%
-9.99%
+10.19%
-3.88%
2012
+12.34%
-3.39%
+13.19%
-4.36%
2011
+33.40%
-3.82%
+1.17%
-9.49%