Last Update: 31 October 2022

The Betterment Robo Advisor 100 Portfolio obtained a 8.52% compound annual return, with a 15.60% standard deviation, in the last 30 Years.

The Alpha Architect Robust Portfolio obtained a 9.06% compound annual return, with a 10.90% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 100 Portfolio Alpha Architect Robust Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 70%
Fixed Income 0% 20%
Commodities 0% 10%
30 Years Stats Return +8.52% +9.06%
Std Dev 15.60% 10.90%
Max Drawdown -54.55% -44.20%

Last Update: 31 October 2022

Historical Returns as of Oct 31, 2022

Comparison period starts from January 1982

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Betterment Robo Advisor 100 Portfolio +7.05 -8.21 -17.87 +4.69 +8.27 +8.52 +10.55
Alpha Architect Robust Portfolio +7.03 -5.45 -12.22 +5.31 +7.52 +9.06 +10.90
(*) Returns over 1 year are annualized

Capital Growth as of Oct 31, 2022

Betterment Robo Advisor 100 Portfolio: an investment of 1000$, since November 1992, now would be worth 11625.02$, with a total return of 1062.50% (8.52% annualized).

Alpha Architect Robust Portfolio: an investment of 1000$, since November 1992, now would be worth 13482.18$, with a total return of 1248.22% (9.06% annualized).

Betterment Robo Advisor 100 Portfolio: an investment of 1000$, since January 1982, now would be worth 60147.14$, with a total return of 5914.71% (10.55% annualized).

Alpha Architect Robust Portfolio: an investment of 1000$, since January 1982, now would be worth 68420.50$, with a total return of 6742.05% (10.90% annualized).

Drawdowns

Drawdown comparison chart since October 1992.

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Betterment Robo Advisor 100 Portfolio
Alpha Architect Robust Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-54.55% Nov 2007 Feb 2009
-44.20% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-24.17% Jan 2022 Sep 2022
-24.14% Jan 2020 Mar 2020
-20.12% May 1998 Aug 1998
-19.09% Jan 2020 Mar 2020
-17.99% Nov 2021 Sep 2022
-14.58% Feb 2018 Dec 2018
-13.76% May 2011 Sep 2011
-13.71% Jun 2015 Feb 2016
-12.58% Feb 2001 Sep 2002
-11.72% Oct 2018 Dec 2018
-10.75% Jul 1998 Aug 1998
-8.30% Feb 1994 Mar 1994
-7.83% Jun 2015 Feb 2016
-6.68% Feb 1994 Nov 1994
-6.42% Apr 2012 May 2012
-6.42% Aug 1997 Oct 1997
-5.24% Jun 1996 Jul 1996

Drawdown comparison chart since January 1982.

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Betterment Robo Advisor 100 Portfolio
Alpha Architect Robust Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-54.55% Nov 2007 Feb 2009
-44.20% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-25.46% Sep 1987 Nov 1987
-24.17% Jan 2022 Sep 2022
-24.14% Jan 2020 Mar 2020
-20.93% Jan 1990 Sep 1990
-20.12% May 1998 Aug 1998
-19.09% Jan 2020 Mar 2020
-18.97% Sep 1987 Nov 1987
-17.99% Nov 2021 Sep 2022
-17.47% Jan 1982 Jul 1982
-14.58% Feb 2018 Dec 2018
-13.76% May 2011 Sep 2011
-13.71% Jun 2015 Feb 2016
-12.58% Feb 2001 Sep 2002
-11.72% Oct 2018 Dec 2018
-10.75% Jul 1998 Aug 1998
-8.30% Feb 1994 Mar 1994
-7.83% Jun 2015 Feb 2016

Yearly Returns

Yearly return comparison. Common historical serie start from January 1982.

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Year Betterment Robo Advisor 100 Portfolio Alpha Architect Robust Portfolio
2022
-18.82% -11.52%
2021
+18.02% +17.40%
2020
+12.47% +7.53%
2019
+25.35% +20.35%
2018
-10.13% -6.10%
2017
+23.37% +18.49%
2016
+11.17% +8.13%
2015
-3.25% -0.63%
2014
+4.80% +5.13%
2013
+25.26% +19.10%
2012
+17.46% +12.28%
2011
-5.87% +2.08%
2010
+15.28% +14.95%
2009
+33.82% +17.10%
2008
-39.26% -29.35%
2007
+8.88% +9.03%
2006
+21.56% +14.56%
2005
+12.96% +13.33%
2004
+18.09% +18.01%
2003
+38.64% +28.95%
2002
-16.20% +0.96%
2001
-10.62% -7.16%
2000
-8.25% +9.39%
1999
+29.44% +18.95%
1998
+11.29% +13.95%
1997
+15.46% +16.27%
1996
+15.79% +20.00%
1995
+21.40% +26.04%
1994
-0.71% -1.64%
1993
+31.23% +14.31%
1992
+2.17% +8.50%
1991
+38.61% +23.44%
1990
-12.28% -1.58%
1989
+33.54% +26.71%
1988
+24.10% +15.37%
1987
+2.12% +7.28%
1986
+28.15% +23.86%
1985
+38.11% +30.79%
1984
+6.89% +6.69%
1983
+23.93% +19.86%
1982
+8.68% +23.06%
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