Last Update: 31 July 2022

The Scott Burns Couch Potato Portfolio obtained a 8.34% compound annual return, with a 8.38% standard deviation, in the last 30 Years.

The Betterment Robo Advisor 50 Portfolio obtained a 7.77% compound annual return, with a 8.97% standard deviation, in the last 30 Years.

Summary

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Scott Burns Couch Potato Portfolio Betterment Robo Advisor 50 Portfolio
Risk Medium Medium
Asset Allocation Stocks 50% 49.9%
Fixed Income 50% 50.1%
Commodities 0% 0%
30 Years Stats Return +8.34% +7.77%
Std Dev 8.38% 8.97%
Max Drawdown -27.04% -30.72%

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(*)
Scott Burns Couch Potato Portfolio +6.64 -5.72 -5.48 +8.16 +7.83 +8.34 +8.31
Betterment Robo Advisor 50 Portfolio +4.47 -8.59 -9.90 +4.19 +5.76 +7.77 +7.72
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Scott Burns Couch Potato Portfolio: an investment of 1000$, since August 1992, now would be worth 11066.44$, with a total return of 1006.64% (8.34% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since August 1992, now would be worth 9437.47$, with a total return of 843.75% (7.77% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1000$, since January 1992, now would be worth 11475.69$, with a total return of 1047.57% (8.31% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since January 1992, now would be worth 9710.83$, with a total return of 871.08% (7.72% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Scott Burns Couch Potato Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-30.72% Nov 2007 Feb 2009
-27.04% Nov 2007 Feb 2009
-15.18% Jan 2022 Jun 2022
-14.95% Jan 2022 Jun 2022
-13.31% Jan 2020 Mar 2020
-12.79% May 1998 Aug 1998
-10.86% May 2002 Sep 2002
-10.72% Feb 2020 Mar 2020
-10.30% Sep 2000 Sep 2002
-9.49% May 2011 Sep 2011
-8.78% Feb 1994 Jun 1994
-8.54% Feb 2001 Sep 2001
-8.06% Sep 2018 Dec 2018
-8.06% Jul 1998 Aug 1998
-7.45% Feb 2018 Dec 2018
-7.31% Feb 1994 Jun 1994
-7.06% May 2015 Jan 2016
-6.25% May 2011 Sep 2011
-6.09% May 2010 Jun 2010
-5.51% May 2010 Jun 2010

Drawdown comparison chart since January 1992.

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Scott Burns Couch Potato Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-30.72% Nov 2007 Feb 2009
-27.04% Nov 2007 Feb 2009
-15.18% Jan 2022 Jun 2022
-14.95% Jan 2022 Jun 2022
-13.31% Jan 2020 Mar 2020
-12.79% May 1998 Aug 1998
-10.86% May 2002 Sep 2002
-10.72% Feb 2020 Mar 2020
-10.30% Sep 2000 Sep 2002
-9.49% May 2011 Sep 2011
-8.78% Feb 1994 Jun 1994
-8.54% Feb 2001 Sep 2001
-8.06% Sep 2018 Dec 2018
-8.06% Jul 1998 Aug 1998
-7.45% Feb 2018 Dec 2018
-7.31% Feb 1994 Jun 1994
-7.06% May 2015 Jan 2016
-6.25% May 2011 Sep 2011
-6.09% May 2010 Jun 2010
-5.51% May 2010 Jun 2010

Yearly Returns

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

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Year Scott Burns Couch Potato Portfolio Betterment Robo Advisor 50 Portfolio
2022
-9.54% -11.15%
2021
+15.67% +7.95%
2020
+15.93% +9.50%
2019
+19.51% +17.41%
2018
-3.32% -5.36%
2017
+12.07% +14.19%
2016
+8.75% +8.00%
2015
-0.70% -1.55%
2014
+8.07% +5.47%
2013
+12.48% +10.19%
2012
+11.42% +13.19%
2011
+7.12% +1.17%
2010
+11.78% +11.61%
2009
+18.92% +23.06%
2008
-18.47% -19.44%
2007
+8.64% +8.19%
2006
+7.99% +13.22%
2005
+4.40% +9.54%
2004
+10.53% +12.75%
2003
+19.38% +24.96%
2002
-1.93% -2.56%
2001
-1.68% +1.49%
2000
+3.54% +1.53%
1999
+9.67% +17.87%
1998
+16.26% +8.83%
1997
+21.85% +10.06%
1996
+11.14% +13.19%
1995
+29.40% +20.93%
1994
-3.21% -3.66%
1993
+13.19% +24.85%
1992
+8.92% +5.53%
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