Scott Burns Margaritaville Portfolio vs Burton Malkiel Late Sixties and Beyond Portfolio Portfolio Comparison

Simulation Settings
Period: January 1985 - May 2025 (~40 years)
Consolidated Returns as of 31 May 2025
Initial Amount: 1$
Rebalancing: at every Jan 1st
Currency: USD
Inflation: US
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Results
30 Years
(1995/06 - 2025/05)
All Data
(1985/01 - 2025/05)
Inflation Adjusted:
Scott Burns Margaritaville Portfolio
1.00$
Invested Capital
June 1995
8.63$
Final Capital
May 2025
7.45%
Yearly Return
10.83%
Std Deviation
-38.70%
Max Drawdown
39months
Recovery Period
1.00$
Invested Capital
June 1995
4.10$
Final Capital
May 2025
4.81%
Yearly Return
10.83%
Std Deviation
-39.71%
Max Drawdown
61months
Recovery Period
1.00$
Invested Capital
January 1985
35.00$
Final Capital
May 2025
9.20%
Yearly Return
10.89%
Std Deviation
-38.70%
Max Drawdown
39months
Recovery Period
1.00$
Invested Capital
January 1985
11.52$
Final Capital
May 2025
6.23%
Yearly Return
10.89%
Std Deviation
-39.71%
Max Drawdown
61months
Recovery Period
Burton Malkiel Late Sixties and Beyond Portfolio
1.00$
Invested Capital
June 1995
11.50$
Final Capital
May 2025
8.48%
Yearly Return
11.70%
Std Deviation
-41.80%
Max Drawdown
38months
Recovery Period
1.00$
Invested Capital
June 1995
5.46$
Final Capital
May 2025
5.82%
Yearly Return
11.70%
Std Deviation
-42.76%
Max Drawdown
42months
Recovery Period
1.00$
Invested Capital
January 1985
43.64$
Final Capital
May 2025
9.79%
Yearly Return
11.55%
Std Deviation
-41.80%
Max Drawdown
38months
Recovery Period
1.00$
Invested Capital
January 1985
14.36$
Final Capital
May 2025
6.81%
Yearly Return
11.55%
Std Deviation
-42.76%
Max Drawdown
42months
Recovery Period

As of May 2025, in the previous 30 Years, the Scott Burns Margaritaville Portfolio obtained a 7.45% compound annual return, with a 10.83% standard deviation. It suffered a maximum drawdown of -38.70% that required 39 months to be recovered.

As of May 2025, in the previous 30 Years, the Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.48% compound annual return, with a 11.70% standard deviation. It suffered a maximum drawdown of -41.80% that required 38 months to be recovered.

Disclaimer: The simulations on this website are provided in good faith but should NOT be taken as investment advice. We are not liable for any errors or actions based on this information. The authors of the website are not affiliated with the portfolio creators, who are the sole owners of their intellectual property. The translation of asset allocations into ETFs is based on the interpretation of LazyPortfolioETF.com and may not exactly reflect the original intent of the portfolio creators. Content is for informational, educational, illustrative, and entertainment purposes only.
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Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

Scott Burns Margaritaville Portfolio
Weight
(%)		 Ticker Name
34.00
VTI
Vanguard Total Stock Market
33.00
VEU
Vanguard FTSE All-World ex-US
33.00
TIP
iShares TIPS Bond
Burton Malkiel Late Sixties and Beyond Portfolio
Weight
(%)		 Ticker Name
20.00
VTI
Vanguard Total Stock Market
16.00
VIG
Vanguard Dividend Appreciation
15.00
VNQ
Vanguard Real Estate
10.00
EEM
iShares MSCI Emerging Markets
10.00
EFA
iShares MSCI EAFE
10.00
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill
9.50
EMB
iShares JP Morgan USD Em Mkts Bd
9.50
LQD
iShares Investment Grade Corporate Bond
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Portfolio Returns as of May 31, 2025

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • rebalancing: at every Jan 1st.
  • dividend reinvestment, when applicable.
Return Comparison
Capital Growth
30 Years
(1995/06 - 2025/05)
All Data
(1985/01 - 2025/05)
Inflation Adjusted:
Swipe left to see all data
Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Scott Burns Margaritaville
Scott Burns 		1 $ 8.63 $ 763.45% 7.45%
Burton Malkiel Late Sixties and Beyond
Burton Malkiel 		1 $ 11.50 $ 1 050.16% 8.48%
Jun 1995 May 2025

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Scott Burns Margaritaville
Scott Burns 		1 $ 4.10 $ 309.56% 4.81%
Burton Malkiel Late Sixties and Beyond
Burton Malkiel 		1 $ 5.46 $ 445.55% 5.82%
Jun 1995 May 2025

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Scott Burns Margaritaville
Scott Burns 		1 $ 35.00 $ 3 400.12% 9.20%
Burton Malkiel Late Sixties and Beyond
Burton Malkiel 		1 $ 43.64 $ 4 263.88% 9.79%
Jan 1985 May 2025

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Scott Burns Margaritaville
Scott Burns 		1 $ 11.52 $ 1 051.56% 6.23%
Burton Malkiel Late Sixties and Beyond
Burton Malkiel 		1 $ 14.36 $ 1 335.74% 6.81%
Jan 1985 May 2025

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Return (%) as of May 31, 2025
YTD
(5M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~40Y)
http://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_scott_burns.webp Margaritaville
Scott Burns 		5.97 3.37 3.32 10.94 9.07 6.88 7.45 9.20
http://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_burton_malkiel.webp Late Sixties and Beyond
Burton Malkiel 		3.89 3.02 0.33 10.53 8.54 6.93 8.48 9.79
Returns over 1 year are annualized.
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Portfolio Metrics as of May 31, 2025

The following metrics, updated as of 31 May 2025, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON
Period: 1 June 2024 - 31 May 2025 (1 year)
Period: 1 June 2020 - 31 May 2025 (5 years)
Period: 1 June 2015 - 31 May 2025 (10 years)
Period: 1 June 1995 - 31 May 2025 (30 years)
Period: 1 January 1985 - 31 May 2025 (~40 years)
1 Year
5 Years
10 Years
30 Years
All (1985/01 - 2025/05)
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Margaritaville Late Sixties and Beyond
Author Scott Burns Burton Malkiel
ASSET ALLOCATION
Stocks 67% 71%
Fixed Income 33% 29%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 10.94 10.53
Infl. Adjusted (%) 8.37 7.96
DRAWDOWN
Deepest Drawdown Depth (%) -2.50 -3.43
Start to Recovery (months) 2 6
Longest Drawdown Depth (%) -1.59 -3.43
Start to Recovery (months) 3 6
Longest Negative Period (months) 6 7
RISK INDICATORS
Standard Deviation (%) 6.60 7.77
Sharpe Ratio 0.95 0.75
Sortino Ratio 1.18 0.93
Ulcer Index 1.07 1.53
Ratio: Return / Standard Deviation 1.66 1.36
Ratio: Return / Deepest Drawdown 4.37 3.07
Metrics calculated over the period 1 June 2024 - 31 May 2025
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Margaritaville Late Sixties and Beyond
Author Scott Burns Burton Malkiel
ASSET ALLOCATION
Stocks 67% 71%
Fixed Income 33% 29%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 9.07 8.54
Infl. Adjusted (%) 4.26 3.75
DRAWDOWN
Deepest Drawdown Depth (%) -21.96 -22.44
Start to Recovery (months) 27 30
Longest Drawdown Depth (%) -21.96 -22.44
Start to Recovery (months) 27 30
Longest Negative Period (months) 34 34
RISK INDICATORS
Standard Deviation (%) 11.59 12.29
Sharpe Ratio 0.56 0.48
Sortino Ratio 0.75 0.66
Ulcer Index 7.50 8.16
Ratio: Return / Standard Deviation 0.78 0.70
Ratio: Return / Deepest Drawdown 0.41 0.38
Metrics calculated over the period 1 June 2020 - 31 May 2025
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Margaritaville Late Sixties and Beyond
Author Scott Burns Burton Malkiel
ASSET ALLOCATION
Stocks 67% 71%
Fixed Income 33% 29%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 6.88 6.93
Infl. Adjusted (%) 3.70 3.74
DRAWDOWN
Deepest Drawdown Depth (%) -21.96 -22.44
Start to Recovery (months) 27 30
Longest Drawdown Depth (%) -21.96 -22.44
Start to Recovery (months) 27 30
Longest Negative Period (months) 34 34
RISK INDICATORS
Standard Deviation (%) 10.83 11.53
Sharpe Ratio 0.47 0.45
Sortino Ratio 0.62 0.59
Ulcer Index 6.07 6.43
Ratio: Return / Standard Deviation 0.64 0.60
Ratio: Return / Deepest Drawdown 0.31 0.31
Metrics calculated over the period 1 June 2015 - 31 May 2025
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Margaritaville Late Sixties and Beyond
Author Scott Burns Burton Malkiel
ASSET ALLOCATION
Stocks 67% 71%
Fixed Income 33% 29%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 7.45 8.48
Infl. Adjusted (%) 4.81 5.82
DRAWDOWN
Deepest Drawdown Depth (%) -38.70 -41.80
Start to Recovery (months) 39 38
Longest Drawdown Depth (%) -22.41 -41.80
Start to Recovery (months) 45 38
Longest Negative Period (months) 62 62
RISK INDICATORS
Standard Deviation (%) 10.83 11.70
Sharpe Ratio 0.48 0.53
Sortino Ratio 0.62 0.68
Ulcer Index 8.25 7.71
Ratio: Return / Standard Deviation 0.69 0.73
Ratio: Return / Deepest Drawdown 0.19 0.20
Metrics calculated over the period 1 June 1995 - 31 May 2025
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Margaritaville Late Sixties and Beyond
Author Scott Burns Burton Malkiel
ASSET ALLOCATION
Stocks 67% 71%
Fixed Income 33% 29%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 9.20 9.79
Infl. Adjusted (%) 6.23 6.81
DRAWDOWN
Deepest Drawdown Depth (%) -38.70 -41.80
Start to Recovery (months) 39 38
Longest Drawdown Depth (%) -22.41 -41.80
Start to Recovery (months) 45 38
Longest Negative Period (months) 62 62
RISK INDICATORS
Standard Deviation (%) 10.89 11.55
Sharpe Ratio 0.55 0.57
Sortino Ratio 0.73 0.74
Ulcer Index 7.39 7.04
Ratio: Return / Standard Deviation 0.84 0.85
Ratio: Return / Deepest Drawdown 0.24 0.23
Metrics calculated over the period 1 January 1985 - 31 May 2025
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Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

DRAWDOWN COMPARISON
Period: 1 June 1995 - 31 May 2025 (30 years)
Period: 1 January 1985 - 31 May 2025 (~40 years)
30 Years
(1995/06 - 2025/05)

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Margaritaville Late Sixties and Beyond
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-41.80 38 Nov 2007
Dec 2010
-38.70 39 Nov 2007
Jan 2011
-22.44 30 Jan 2022
Jun 2024
-22.41 45 Apr 2000
Dec 2003
-21.96 27 Jan 2022
Mar 2024
-16.82 8 Jan 2020
Aug 2020
-16.48 12 May 1998
Apr 1999
-14.40 7 Jan 2020
Jul 2020
-13.38 10 May 2011
Feb 2012
-12.82 10 May 2011
Feb 2012
-12.20 13 May 2002
May 2003
-9.97 15 Feb 2018
Apr 2019
-9.72 5 Jul 1998
Nov 1998
-9.68 17 May 2015
Sep 2016
-9.27 13 Feb 2001
Feb 2002

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Margaritaville Late Sixties and Beyond
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-41.80 38 Nov 2007
Dec 2010
-38.70 39 Nov 2007
Jan 2011
-22.44 30 Jan 2022
Jun 2024
-22.41 45 Apr 2000
Dec 2003
-21.96 27 Jan 2022
Mar 2024
-19.08 17 Sep 1987
Jan 1989
-16.82 8 Jan 2020
Aug 2020
-16.48 12 May 1998
Apr 1999
-15.03 14 Sep 1987
Oct 1988
-14.53 14 Jan 1990
Feb 1991
-14.40 7 Jan 2020
Jul 2020
-13.63 7 Aug 1990
Feb 1991
-13.38 10 May 2011
Feb 2012
-12.82 10 May 2011
Feb 2012
-12.20 13 May 2002
May 2003

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the Simulation Settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison
Annualized Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1985 - 31 May 2025 (~40 years)


Head To Head (Ptf 1 vs Ptf 2):
US Inflation Adjusted:

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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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Margaritaville Late Sixties and Beyond
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2025
 5.97 -1.59 3.89 -2.53
2024
 10.48 -2.90 10.33 -3.56
2023
 15.17 -7.90 14.40 -8.53
2022
 -16.10 -21.96 -16.23 -22.44
2021
 13.33 -2.96 15.40 -3.79
2020
 14.40 -14.40 10.03 -16.82
2019
 20.39 -3.64 22.55 -3.12
2018
 -6.92 -9.97 -5.90 -8.08
2017
 17.22 0.00 16.49 0.00
2016
 7.53 -3.63 8.48 -3.07
2015
 -2.03 -8.70 -1.63 -7.72
2014
 3.95 -3.16 9.01 -3.10
2013
 13.25 -4.31 12.49 -4.03
2012
 13.94 -5.67 14.20 -5.09
2011
 0.08 -12.82 1.01 -13.38
2010
 11.85 -8.08 14.47 -8.21
2009
 25.18 -13.70 25.30 -17.05
2008
 -26.90 -30.74 -26.02 -31.57
2007
 10.88 -2.84 5.18 -5.15
2006
 14.22 -2.59 20.06 -2.71
2005
 8.11 -2.37 9.86 -2.99
2004
 13.95 -3.39 14.78 -7.04
2003
 26.41 -2.95 29.73 -0.86
2002
 -6.46 -11.78 -5.70 -12.20
2001
 -7.87 -14.71 5.85 -9.27
2000
 -2.92 -8.17 2.46 -6.12
1999
 16.49 -2.94 12.48 -4.06
1998
 16.12 -9.72 5.92 -16.48
1997
 14.48 -4.68 15.13 -4.83
1996
 9.11 -2.95 18.95 -2.65
1995
 21.08 -0.70 20.20 -1.35
1994
 1.10 -5.54 -3.17 -7.20
1993
 18.69 -4.43 23.51 -2.85
1992
 1.10 -5.71 4.84 -2.71
1991
 20.28 -3.87 33.86 -3.74
1990
 -7.54 -14.53 -5.42 -13.63
1989
 19.01 -1.19 26.07 -1.94
1988
 16.51 -3.08 16.73 -2.39
1987
 10.87 -15.03 -0.94 -19.08
1986
 31.94 -5.15 18.93 -4.58
1985
 35.93 -1.79 27.52 -2.25
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