Last Update: 31 December 2022

The Scott Burns Margaritaville Portfolio obtained a 7.34% compound annual return, with a 10.74% standard deviation, in the last 30 Years.

The Betterment Robo Advisor 50 Portfolio obtained a 7.53% compound annual return, with a 9.19% standard deviation, in the last 30 Years.

Summary

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Scott Burns Margaritaville Portfolio Betterment Robo Advisor 50 Portfolio
Risk High Medium
Asset Allocation Stocks 67% 49.9%
Fixed Income 33% 50.1%
Commodities 0% 0%
30 Years Stats Return +7.34% +7.53%
Std Dev 10.74% 9.19%
Max Drawdown -38.70% -30.72%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Scott Burns Margaritaville Portfolio -3.13 -0.16 -16.10 +4.04 +5.89 +7.34 +8.95
Betterment Robo Advisor 50 Portfolio -2.81 +0.19 -14.79 +2.28 +4.67 +7.53 +9.10
(*) Returns over 1 year are annualized

Capital Growth as of Dec 31, 2022

Scott Burns Margaritaville Portfolio: an investment of 1000$, since January 1993, now would be worth 8374.93$, with a total return of 737.49% (7.34% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since January 1993, now would be worth 8825.22$, with a total return of 782.52% (7.53% annualized).

Scott Burns Margaritaville Portfolio: an investment of 1000$, since January 1985, now would be worth 25959.64$, with a total return of 2495.96% (8.95% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since January 1985, now would be worth 27376.57$, with a total return of 2637.66% (9.10% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Scott Burns Margaritaville Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.70% Nov 2007 Feb 2009
-30.72% Nov 2007 Feb 2009
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-20.25% Jan 2022 Sep 2022
-14.40% Jan 2020 Mar 2020
-13.31% Jan 2020 Mar 2020
-12.82% May 2011 Sep 2011
-12.79% May 1998 Aug 1998
-10.86% May 2002 Sep 2002
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-9.49% May 2011 Sep 2011
-8.54% Feb 2001 Sep 2001
-7.45% Feb 2018 Dec 2018
-7.31% Feb 1994 Jun 1994
-7.06% May 2015 Jan 2016
-5.67% Apr 2012 May 2012
-5.54% Feb 1994 Mar 1994

Drawdown comparison chart since January 1985.

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Scott Burns Margaritaville Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.70% Nov 2007 Feb 2009
-30.72% Nov 2007 Feb 2009
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-20.25% Jan 2022 Sep 2022
-15.03% Sep 1987 Nov 1987
-14.53% Jan 1990 Sep 1990
-14.40% Jan 2020 Mar 2020
-14.26% Sep 1987 Nov 1987
-13.31% Jan 2020 Mar 2020
-12.82% May 2011 Sep 2011
-12.79% May 1998 Aug 1998
-11.61% Aug 1990 Sep 1990
-10.86% May 2002 Sep 2002
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-9.49% May 2011 Sep 2011
-8.54% Feb 2001 Sep 2001
-7.55% Jan 1990 Apr 1990

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Scott Burns Margaritaville Portfolio Betterment Robo Advisor 50 Portfolio
2022
-16.10% -14.79%
2021
+13.33% +7.95%
2020
+14.40% +9.50%
2019
+20.39% +17.41%
2018
-6.92% -5.36%
2017
+17.22% +14.19%
2016
+7.53% +8.00%
2015
-2.03% -1.55%
2014
+3.95% +5.47%
2013
+13.25% +10.19%
2012
+13.94% +13.19%
2011
+0.08% +1.17%
2010
+11.85% +11.61%
2009
+25.18% +23.06%
2008
-26.90% -19.44%
2007
+10.88% +8.19%
2006
+14.22% +13.22%
2005
+8.11% +9.54%
2004
+13.95% +12.75%
2003
+26.41% +24.96%
2002
-6.46% -2.56%
2001
-7.87% +1.49%
2000
-2.92% +1.53%
1999
+16.49% +17.87%
1998
+16.12% +8.83%
1997
+14.48% +10.06%
1996
+9.11% +13.19%
1995
+21.08% +20.93%
1994
+1.10% -3.66%
1993
+18.69% +24.85%
1992
+1.10% +5.53%
1991
+20.28% +30.42%
1990
-7.54% -2.59%
1989
+19.01% +24.37%
1988
+16.51% +16.22%
1987
+10.87% +0.64%
1986
+31.94% +21.70%
1985
+35.93% +30.70%
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