Last Update: 31 July 2022

The Betterment Robo Advisor 80 Portfolio obtained a 8.44% compound annual return, with a 12.70% standard deviation, in the last 30 Years.

The Warren Buffett Portfolio obtained a 9.53% compound annual return, with a 13.24% standard deviation, in the last 30 Years.

Summary

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Betterment Robo Advisor 80 Portfolio Warren Buffett Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 90%
Fixed Income 20% 10%
Commodities 0% 0%
30 Years Stats Return +8.44% +9.53%
Std Dev 12.70% 13.24%
Max Drawdown -45.47% -45.52%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1992

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Betterment Robo Advisor 80 Portfolio +5.44 -9.06 -9.62 +6.09 +8.16 +8.44 +8.32
Warren Buffett Portfolio +8.14 -8.04 -6.56 +11.56 +12.47 +9.53 +9.46
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Betterment Robo Advisor 80 Portfolio: an investment of 1000$, since August 1992, now would be worth 11357.29$, with a total return of 1035.73% (8.44% annualized).

Warren Buffett Portfolio: an investment of 1000$, since August 1992, now would be worth 15346.83$, with a total return of 1434.68% (9.53% annualized).

Betterment Robo Advisor 80 Portfolio: an investment of 1000$, since January 1992, now would be worth 11525.84$, with a total return of 1052.58% (8.32% annualized).

Warren Buffett Portfolio: an investment of 1000$, since January 1992, now would be worth 15865.70$, with a total return of 1486.57% (9.46% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Betterment Robo Advisor 80 Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-45.52% Nov 2007 Feb 2009
-45.47% Nov 2007 Feb 2009
-39.67% Sep 2000 Sep 2002
-26.34% Apr 2000 Sep 2002
-19.91% Jan 2020 Mar 2020
-19.61% Jan 2022 Jun 2022
-17.49% Feb 2020 Mar 2020
-17.08% May 1998 Aug 1998
-16.93% May 2011 Sep 2011
-16.65% Jan 2022 Jun 2022
-15.04% May 2011 Sep 2011
-13.83% Jul 1998 Aug 1998
-12.09% Oct 2018 Dec 2018
-11.94% Feb 2018 Dec 2018
-10.90% May 2015 Feb 2016
-7.81% Feb 1994 Mar 1994
-7.73% Aug 2015 Sep 2015
-6.47% Feb 1994 Mar 1994
-6.10% Jan 2000 Feb 2000
-6.10% Apr 2012 May 2012

Drawdown comparison chart since January 1992.

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Betterment Robo Advisor 80 Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-45.52% Nov 2007 Feb 2009
-45.47% Nov 2007 Feb 2009
-39.67% Sep 2000 Sep 2002
-26.34% Apr 2000 Sep 2002
-19.91% Jan 2020 Mar 2020
-19.61% Jan 2022 Jun 2022
-17.49% Feb 2020 Mar 2020
-17.08% May 1998 Aug 1998
-16.93% May 2011 Sep 2011
-16.65% Jan 2022 Jun 2022
-15.04% May 2011 Sep 2011
-13.83% Jul 1998 Aug 1998
-12.09% Oct 2018 Dec 2018
-11.94% Feb 2018 Dec 2018
-10.90% May 2015 Feb 2016
-7.81% Feb 1994 Mar 1994
-7.73% Aug 2015 Sep 2015
-6.47% Feb 1994 Mar 1994
-6.10% Jan 2000 Feb 2000
-6.10% Apr 2012 May 2012

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year Betterment Robo Advisor 80 Portfolio Warren Buffett Portfolio
2022
-12.12% -13.06%
2021
+13.94% +24.59%
2020
+11.77% +19.19%
2019
+22.23% +28.46%
2018
-8.43% -3.84%
2017
+20.00% +19.83%
2016
+10.10% +10.69%
2015
-2.47% +0.96%
2014
+5.04% +12.08%
2013
+19.28% +29.44%
2012
+15.60% +14.59%
2011
-3.14% +1.43%
2010
+13.80% +14.55%
2009
+29.62% +24.66%
2008
-31.22% -32.35%
2007
+8.95% +6.30%
2006
+18.35% +14.32%
2005
+11.65% +5.58%
2004
+16.21% +9.73%
2003
+32.69% +25.87%
2002
-10.81% -19.13%
2001
-5.95% -10.04%
2000
-4.45% -7.27%
1999
+24.78% +19.15%
1998
+10.36% +26.49%
1997
+13.10% +30.52%
1996
+14.48% +21.03%
1995
+21.01% +34.91%
1994
-1.85% +1.01%
1993
+28.78% +9.53%
1992
+3.38% +7.36%
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