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
| 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
| 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 |
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.
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.
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.
| 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% |