The Lazy Team Simplified Permanent Portfolio 2x Leveraged vs Harry Browne Permanent Portfolio with Bitcoin Portfolio Comparison

Simulation Settings
Period: March 2010 - June 2025 (~15 years)
Consolidated Returns as of 30 June 2025
Initial Amount: 1$
Rebalancing: at every Jan 1st
Currency: USD
Inflation: US
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Results
All Data
(2010/03 - 2025/06)
Inflation Adjusted:
The Lazy Team Simplified Permanent Portfolio 2x Leveraged
1.00$
Invested Capital
March 2010
4.50$
Final Capital
June 2025
10.31%
Yearly Return
13.58%
Std Deviation
-31.96%
Max Drawdown
32months
Recovery Period
1.00$
Invested Capital
March 2010
3.05$
Final Capital
June 2025
7.54%
Yearly Return
13.58%
Std Deviation
-36.13%
Max Drawdown
58months
Recovery Period
Harry Browne Permanent Portfolio with Bitcoin
1.00$
Invested Capital
March 2010
11.52$
Final Capital
June 2025
17.28%
Yearly Return
35.46%
Std Deviation
-37.49%
Max Drawdown
29months
Recovery Period
1.00$
Invested Capital
March 2010
7.80$
Final Capital
June 2025
14.34%
Yearly Return
35.46%
Std Deviation
-38.14%
Max Drawdown
29months
Recovery Period

As of June 2025, over the analyzed timeframe, the The Lazy Team Simplified Permanent Portfolio 2x Leveraged obtained a 10.31% compound annual return, with a 13.58% standard deviation. It suffered a maximum drawdown of -31.96% that required 32 months to be recovered.

As of June 2025, over the analyzed timeframe, the Harry Browne Permanent Portfolio with Bitcoin obtained a 17.28% compound annual return, with a 35.46% standard deviation. It suffered a maximum drawdown of -37.49% that required 29 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.

Weight
(%)
Ticker Name
25.00
SSO
ProShares Ultra S&P 500
50.00
UST
ProShares Ultra 7-10 Year Treasury
25.00
UGL
ProShares Ultra Gold
Weight
(%)
Ticker Name
25.00
VTI
Vanguard Total Stock Market
25.00
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill
25.00
TLT
iShares 20+ Year Treasury Bond
23.00
GLD
SPDR Gold Trust
2.00
^BTC
Bitcoin
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Portfolio Returns as of Jun 30, 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
All Data
(2010/03 - 2025/06)
Inflation Adjusted:
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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
The Lazy Team Simplified Permanent Portfolio 2x Leveraged
The Lazy Team
1 $ 4.50 $ 350.04% 10.31%
Harry Browne Permanent Portfolio with Bitcoin
Harry Browne
1 $ 11.52 $ 1 051.80% 17.28%

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
The Lazy Team Simplified Permanent Portfolio 2x Leveraged
The Lazy Team
1 $ 3.05 $ 204.95% 7.54%
Harry Browne Permanent Portfolio with Bitcoin
Harry Browne
1 $ 7.80 $ 680.46% 14.34%

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Return (%) as of Jun 30, 2025
YTD
(6M)
1M 6M 1Y 5Y 10Y MAX
(~15Y)
http://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_lzp.webp Simplified Permanent Portfolio 2x Leveraged
The Lazy Team
17.07 3.49 17.07 28.05 6.79 9.16 10.31
http://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_harry_browne.webp Permanent Portfolio with Bitcoin
Harry Browne
8.87 2.08 8.87 16.35 7.50 10.21 17.28
Returns over 1 year are annualized.
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Portfolio Metrics as of Jun 30, 2025

The following metrics, updated as of 30 June 2025, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON
Period: 1 July 2024 - 30 June 2025 (1 year)
Period: 1 July 2020 - 30 June 2025 (5 years)
Period: 1 July 2015 - 30 June 2025 (10 years)
Period: 1 March 2010 - 30 June 2025 (~15 years)
1 Year
5 Years
10 Years
All (2010/03 - 2025/06)
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Simplified Permanent Portfolio 2x Leveraged Permanent Portfolio with Bitcoin
Author The Lazy Team Harry Browne
ASSET ALLOCATION
Stocks 25% 25%
Fixed Income 50% 50%
Commodities 25% 25%
PERFORMANCES
Annualized Return (%) 28.05 16.35
Infl. Adjusted (%) 25.01 13.59
DRAWDOWN
Deepest Drawdown Depth (%) -4.11 -2.56
Start to Recovery (months) 3 2
Longest Drawdown Depth (%) -4.11 -2.56
Start to Recovery (months) 3 2
Longest Negative Period (months) 3 3
RISK INDICATORS
Standard Deviation (%) 8.86 5.01
Sharpe Ratio 2.64 2.34
Sortino Ratio 3.22 2.85
Ulcer Index 1.18 0.71
Ratio: Return / Standard Deviation 3.17 3.26
Ratio: Return / Deepest Drawdown 6.83 6.39
Metrics calculated over the period 1 July 2024 - 30 June 2025
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Simplified Permanent Portfolio 2x Leveraged Permanent Portfolio with Bitcoin
Author The Lazy Team Harry Browne
ASSET ALLOCATION
Stocks 25% 25%
Fixed Income 50% 50%
Commodities 25% 25%
PERFORMANCES
Annualized Return (%) 6.79 7.50
Infl. Adjusted (%) 2.17 2.85
DRAWDOWN
Deepest Drawdown Depth (%) -31.96 -16.89
Start to Recovery (months) 32 27
Longest Drawdown Depth (%) -31.96 -16.89
Start to Recovery (months) 32 27
Longest Negative Period (months) 46 39
RISK INDICATORS
Standard Deviation (%) 16.82 9.03
Sharpe Ratio 0.24 0.53
Sortino Ratio 0.33 0.75
Ulcer Index 14.09 6.18
Ratio: Return / Standard Deviation 0.40 0.83
Ratio: Return / Deepest Drawdown 0.21 0.44
Metrics calculated over the period 1 July 2020 - 30 June 2025
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Simplified Permanent Portfolio 2x Leveraged Permanent Portfolio with Bitcoin
Author The Lazy Team Harry Browne
ASSET ALLOCATION
Stocks 25% 25%
Fixed Income 50% 50%
Commodities 25% 25%
PERFORMANCES
Annualized Return (%) 9.16 10.21
Infl. Adjusted (%) 5.94 6.96
DRAWDOWN
Deepest Drawdown Depth (%) -31.96 -16.89
Start to Recovery (months) 32 27
Longest Drawdown Depth (%) -31.96 -16.89
Start to Recovery (months) 32 27
Longest Negative Period (months) 50 39
RISK INDICATORS
Standard Deviation (%) 14.25 8.47
Sharpe Ratio 0.52 0.99
Sortino Ratio 0.71 1.46
Ulcer Index 10.51 4.58
Ratio: Return / Standard Deviation 0.64 1.21
Ratio: Return / Deepest Drawdown 0.29 0.60
Metrics calculated over the period 1 July 2015 - 30 June 2025
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Simplified Permanent Portfolio 2x Leveraged Permanent Portfolio with Bitcoin
Author The Lazy Team Harry Browne
ASSET ALLOCATION
Stocks 25% 25%
Fixed Income 50% 50%
Commodities 25% 25%
PERFORMANCES
Annualized Return (%) 10.31 17.28
Infl. Adjusted (%) 7.54 14.34
DRAWDOWN
Deepest Drawdown Depth (%) -31.96 -37.49
Start to Recovery (months) 32 29
Longest Drawdown Depth (%) -31.96 -23.85
Start to Recovery (months) 32 45
Longest Negative Period (months) 50 46
RISK INDICATORS
Standard Deviation (%) 13.58 35.46
Sharpe Ratio 0.67 0.45
Sortino Ratio 0.94 1.37
Ulcer Index 8.95 13.16
Ratio: Return / Standard Deviation 0.76 0.49
Ratio: Return / Deepest Drawdown 0.32 0.46
Metrics calculated over the period 1 March 2010 - 30 June 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 July 2015 - 30 June 2025 (10 years)
Period: 1 March 2010 - 30 June 2025 (~15 years)

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Simplified Permanent Portfolio 2x Leveraged Permanent Portfolio with Bitcoin
Drawdown
(%)
Recovery
(#Months)
From
To
Drawdown
(%)
Recovery
(#Months)
From
To
-37.49 29 Jul 2011
Nov 2013
-31.96 32 Jan 2022
Aug 2024
-23.85 45 Dec 2013
Aug 2017
-16.89 27 Jan 2022
Mar 2024
-13.44 13 Aug 2016
Aug 2017
-12.86 17 Oct 2012
Feb 2014
-11.33 14 Feb 2015
Mar 2016
-9.99 14 Feb 2018
Mar 2019
-8.58 9 Sep 2020
May 2021
-7.47 5 Sep 2011
Jan 2012
-5.95 4 Sep 2021
Dec 2021
-4.81 5 Sep 2014
Jan 2015
-4.63 14 Feb 2018
Mar 2019
-4.11 3 Dec 2024
Feb 2025
-3.69 3 May 2012
Jul 2012

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 March 2010 - 30 June 2025 (~15 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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Simplified Permanent Portfolio 2x Leveraged Permanent Portfolio with Bitcoin
Year Return
(%)
Drawdown
(%)
Return
(%)
Drawdown
(%)
2025
17.07 0.00 8.87 0.00
2024
19.37 -4.11 13.79 -2.56
2023
15.62 -11.16 14.40 -5.74
2022
-26.74 -31.96 -13.80 -16.89
2021
8.10 -7.85 5.48 -2.86
2020
24.56 -6.86 21.66 -2.67
2019
30.31 -2.13 17.66 -1.61
2018
-6.20 -9.99 -3.19 -4.63
2017
18.32 -2.33 38.10 -1.36
2016
8.57 -13.44 7.85 -6.08
2015
-4.99 -11.33 -2.15 -6.28
2014
13.48 -4.81 8.31 -2.83
2013
-1.57 -11.75 122.23 -23.85
2012
13.11 -4.01 9.90 -1.72
2011
17.58 -7.47 40.38 -37.49
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