Technology vs Warren Buffett Portfolio Comparison

Last Update: 29 February 2024

The Technology Portfolio obtained a 13.98% compound annual return, with a 24.02% standard deviation, in the last 30 Years.

The Warren Buffett Portfolio obtained a 9.85% compound annual return, with a 13.66% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Technology Portfolio Warren Buffett Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 90%
Fixed Income 0% 10%
Commodities 0% 0%
30 Years Stats Return +13.98% +9.85%
Std Dev 24.02% 13.66%
Max Drawdown -81.08% -45.52%
All time Stats
(Since Jan 1971)
Return +12.75% +10.39%
Std Dev 22.54% 13.87%
Max Drawdown -81.08% -45.52%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1971

Swipe left to see all data
1M 6M 1Y 5Y 10Y 30Y MAX
Technology Portfolio +5.28 +16.60 +50.57 +21.24 +18.10 +13.98 +12.75
Warren Buffett Portfolio +4.68 +13.07 +28.34 +13.39 +11.45 +9.85 +10.39
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Technology Portfolio: an investment of 1$, since March 1994, now would be worth 50.62$, with a total return of 4961.70% (13.98% annualized).

Warren Buffett Portfolio: an investment of 1$, since March 1994, now would be worth 16.76$, with a total return of 1576.23% (9.85% annualized).

Technology Portfolio: an investment of 1$, since January 1971, now would be worth 589.71$, with a total return of 58870.60% (12.75% annualized).

Warren Buffett Portfolio: an investment of 1$, since January 1971, now would be worth 191.17$, with a total return of 19017.41% (10.39% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

Swipe left to see all data
Technology Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-81.08% Apr 2000 Sep 2002 (30) Oct 2014 (175) 56.07
-45.52% Nov 2007 Feb 2009 (16) Apr 2011 (42) 22.14
-39.67% Sep 2000 Sep 2002 (25) Sep 2006 (73) 20.20
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-23.08% Jan 2022 Sep 2022 (9) Dec 2023 (24) 12.17
-17.49% Feb 2020 Mar 2020 (2) Jul 2020 (6) 7.96
-17.20% Aug 1998 Aug 1998 (1) Oct 1998 (3) 8.68
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-15.04% May 2011 Sep 2011 (5) Feb 2012 (10) 6.55
-13.83% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.74
-13.51% Feb 1997 Mar 1997 (2) May 1997 (4) 7.32
-12.90% Feb 2020 Mar 2020 (2) Apr 2020 (3) 7.13
-12.58% Mar 1994 Jun 1994 (4) Oct 1994 (8) 7.44
-12.09% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.58
-10.50% Aug 1997 Dec 1997 (5) Feb 1998 (7) 5.23
-9.82% Dec 2015 Feb 2016 (3) Jul 2016 (8) 5.36
-9.49% Feb 1999 Feb 1999 (1) Apr 1999 (3) 4.77
-8.88% Aug 2015 Sep 2015 (2) Oct 2015 (3) 5.60
-8.65% Sep 2020 Oct 2020 (2) Nov 2020 (3) 5.20
-8.23% May 2019 May 2019 (1) Jul 2019 (3) 4.16

Drawdown comparison chart since January 1971.

Swipe left to see all data
Technology Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-81.08% Apr 2000 Sep 2002 (30) Oct 2014 (175) 56.07
-58.37% Jan 1973 Sep 1974 (21) Aug 1978 (68) 32.58
-45.52% Nov 2007 Feb 2009 (16) Apr 2011 (42) 22.14
-40.52% Jan 1973 Sep 1974 (21) Jun 1976 (42) 17.75
-39.67% Sep 2000 Sep 2002 (25) Sep 2006 (73) 20.20
-34.57% Sep 1987 Nov 1987 (3) May 1989 (21) 17.23
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-27.93% Jul 1983 Jul 1984 (13) Nov 1985 (29) 16.11
-27.64% Jul 1990 Oct 1990 (4) Feb 1991 (8) 16.50
-27.35% Sep 1987 Nov 1987 (3) May 1989 (21) 14.38
-25.11% Jun 1981 Jul 1982 (14) Nov 1982 (18) 15.65
-23.08% Jan 2022 Sep 2022 (9) Dec 2023 (24) 12.17
-19.01% Feb 1980 Mar 1980 (2) Jul 1980 (6) 9.28
-17.69% Sep 1978 Oct 1978 (2) Jun 1979 (10) 8.77
-17.49% Feb 2020 Mar 2020 (2) Jul 2020 (6) 7.96
-17.20% Aug 1998 Aug 1998 (1) Oct 1998 (3) 8.68
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-15.73% Jun 1986 Sep 1986 (4) Jan 1987 (8) 9.55
-15.04% May 2011 Sep 2011 (5) Feb 2012 (10) 6.55
-13.83% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.74

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.
Swipe left to see all data
Year Return Drawdown Return Drawdown
2024
+7.20%
0.00%
+6.38%
0.00%
2023
+54.85%
-8.42%
+24.87%
-7.55%
2022
-32.58%
-32.58%
-18.29%
-23.08%
2021
+27.42%
-5.68%
+24.59%
-4.32%
2020
+48.40%
-12.90%
+19.19%
-17.49%
2019
+38.96%
-8.23%
+28.46%
-5.73%
2018
-0.12%
-16.96%
-3.84%
-12.09%
2017
+32.66%
-2.32%
+19.83%
0.00%
2016
+7.10%
-8.37%
+10.69%
-4.87%
2015
+9.45%
-8.88%
+0.96%
-7.73%
2014
+19.18%
-3.04%
+12.08%
-2.97%
2013
+36.63%
-2.39%
+29.44%
-2.62%
2012
+18.12%
-8.13%
+14.59%
-6.10%
2011
+3.47%
-10.79%
+1.43%
-15.04%
2010
+20.14%
-12.93%
+14.55%
-11.71%
2009
+54.68%
-7.43%
+24.66%
-16.03%
2008
-41.73%
-43.03%
-32.35%
-33.45%
2007
+19.02%
-6.83%
+6.30%
-4.37%
2006
+7.14%
-11.54%
+14.32%
-2.48%
2005
+1.57%
-12.37%
+5.58%
-3.97%
2004
+10.54%
-9.86%
+9.73%
-2.96%
2003
+49.67%
-2.90%
+25.87%
-3.66%
2002
-37.37%
-46.75%
-19.13%
-24.82%
2001
-33.34%
-54.93%
-10.04%
-20.31%
2000
-36.11%
-46.69%
-7.27%
-11.55%
1999
+101.95%
-9.49%
+19.15%
-5.59%
1998
+85.30%
-17.20%
+26.49%
-13.83%
1997
+20.63%
-13.51%
+30.52%
-5.15%
1996
+42.54%
-8.14%
+21.03%
-3.99%
1995
+42.54%
-3.77%
+34.91%
-0.25%
1994
+1.50%
-12.97%
+1.01%
-6.47%
1993
+10.58%
-8.26%
+9.53%
-2.10%
1992
+8.86%
-13.48%
+7.36%
-2.36%
1991
+64.99%
-8.89%
+28.35%
-4.14%
1990
-10.41%
-27.64%
-2.00%
-12.77%
1989
+26.17%
-4.64%
+29.38%
-2.30%
1988
+13.54%
-10.50%
+15.17%
-3.40%
1987
+10.50%
-34.57%
+4.71%
-27.35%
1986
+6.89%
-15.73%
+17.29%
-7.59%
1985
+35.61%
-6.97%
+29.49%
-3.46%
1984
-11.31%
-17.55%
+6.99%
-6.07%
1983
+19.87%
-13.85%
+19.96%
-3.02%
1982
+18.67%
-14.55%
+21.09%
-7.70%
1981
-3.21%
-19.44%
-3.26%
-10.93%
1980
+33.88%
-19.01%
+29.60%
-8.82%
1979
+28.11%
-9.91%
+17.05%
-6.17%
1978
+12.31%
-17.69%
+5.62%
-8.58%
1977
+7.33%
-3.83%
-6.77%
-10.10%
1976
+26.10%
-2.85%
+22.58%
-1.97%
1975
+29.76%
-14.58%
+34.14%
-11.01%
1974
-35.11%
-41.36%
-23.54%
-30.75%
1973
-31.06%
-31.06%
-14.10%
-15.10%
1972
+17.18%
-3.61%
+17.45%
-1.74%
1971
+27.35%
-7.42%
+13.67%
-7.10%