US Stocks Portfolio vs Warren Buffett Portfolio Portfolio Comparison

Simulation Settings
Period: January 1871 - May 2025 (~154 years)
Consolidated Returns as of 31 May 2025
Initial Amount: 1$
Rebalancing: at every Jan 1st
Currency: USD
Inflation: US
(Change Settings)
The minimum date range must be at least 12 months. 'Date To' cannot be beyond May 2025.
Reset settings
Close
Results
30 Years
(1995/06 - 2025/05)
All Data
(1871/01 - 2025/05)
Inflation Adjusted:
US Stocks Portfolio
1.00$
Invested Capital
June 1995
18.85$
Final Capital
May 2025
10.28%
Yearly Return
15.64%
Std Deviation
-50.84%
Max Drawdown
53months
Recovery Period
1.00$
Invested Capital
June 1995
8.94$
Final Capital
May 2025
7.57%
Yearly Return
15.64%
Std Deviation
-51.65%
Max Drawdown
63months
Recovery Period
1.00$
Invested Capital
January 1871
772.44 K$
Final Capital
May 2025
9.18%
Yearly Return
16.56%
Std Deviation
-84.60%
Max Drawdown
184months
Recovery Period
1.00$
Invested Capital
January 1871
30.06 K$
Final Capital
May 2025
6.91%
Yearly Return
16.56%
Std Deviation
-80.55%
Max Drawdown
90months
Recovery Period
Warren Buffett Portfolio
1.00$
Invested Capital
June 1995
16.79$
Final Capital
May 2025
9.86%
Yearly Return
13.72%
Std Deviation
-45.52%
Max Drawdown
42months
Recovery Period
1.00$
Invested Capital
June 1995
7.96$
Final Capital
May 2025
7.16%
Yearly Return
13.72%
Std Deviation
-47.08%
Max Drawdown
149months
Recovery Period
1.00$
Invested Capital
January 1871
436.77 K$
Final Capital
May 2025
8.77%
Yearly Return
14.82%
Std Deviation
-79.29%
Max Drawdown
178months
Recovery Period
1.00$
Invested Capital
January 1871
17.00 K$
Final Capital
May 2025
6.51%
Yearly Return
14.82%
Std Deviation
-73.85%
Max Drawdown
86months
Recovery Period

As of May 2025, in the previous 30 Years, the US Stocks Portfolio obtained a 10.28% compound annual return, with a 15.64% standard deviation. It suffered a maximum drawdown of -50.84% that required 53 months to be recovered.

As of May 2025, in the previous 30 Years, the Warren Buffett Portfolio obtained a 9.86% compound annual return, with a 13.72% standard deviation. It suffered a maximum drawdown of -45.52% that required 42 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.
Mastering Etf Investing
Mastering ETF Investing
Build wealth
with Lazy Portfolios and Passive Investing
Set your goal
Use top metrics to evaluate
Join the passive investing strategy
Exclusive new asset allocations in EUR and USD
Buy now
English book
Buy now
Italian book

Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

US Stocks Portfolio
Weight
(%)		 Ticker Name
100.00
VTI
Vanguard Total Stock Market
Warren Buffett Portfolio
Weight
(%)		 Ticker Name
90.00
VV
Vanguard Large-Cap
10.00
SHY
iShares 1-3 Year Treasury Bond
Test Your Asset Allocation
Evaluate your portfolio strategy in 7 different currencies
Try the Backtest Tool

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
(1871/01 - 2025/05)
Inflation Adjusted:
Swipe left to see all data
Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
US Stocks
 1 $ 18.85 $ 1 784.61% 10.28%
Warren Buffett Warren Buffett Portfolio
Warren Buffett 		1 $ 16.79 $ 1 578.78% 9.86%
Jun 1995 May 2025

Loading data
Please wait
Swipe left to see all data
Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
US Stocks
 1 $ 8.94 $ 793.93% 7.57%
Warren Buffett Warren Buffett Portfolio
Warren Buffett 		1 $ 7.96 $ 696.30% 7.16%
Jun 1995 May 2025

Loading data
Please wait
Swipe left to see all data
Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
US Stocks
 1 $ 772 444.42 $ 77 244 342.45% 9.18%
Warren Buffett Warren Buffett Portfolio
Warren Buffett 		1 $ 436 769.87 $ 43 676 886.96% 8.77%
Jan 1871 May 2025

Loading data
Please wait
Swipe left to see all data
Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
US Stocks
 1 $ 30 059.48 $ 3 005 847.84% 6.91%
Warren Buffett Warren Buffett Portfolio
Warren Buffett 		1 $ 16 996.79 $ 1 699 578.85% 6.51%
Jan 1871 May 2025

Loading data
Please wait
Swipe left to see all data
Return (%) as of May 31, 2025
YTD
(5M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~154Y)
http://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_us_author.webp US Stocks
-- Market Benchmark 		0.38 6.25 -2.68 12.80 15.23 12.15 10.28 9.18
http://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_warren_buffett.webp Warren Buffett Portfolio
Warren Buffett 		1.22 5.74 -1.04 13.25 14.39 11.72 9.86 8.77
Returns over 1 year are annualized.
Explore All Lazy Portfolios
Tailored Portfolios for every Investment Strategy
Readings that may interest you

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 1871 - 31 May 2025 (~154 years)
1 Year
5 Years
10 Years
30 Years
All (1871/01 - 2025/05)
Swipe left to see all data
US Stocks Warren Buffett Portfolio
Author Warren Buffett
ASSET ALLOCATION
Stocks 100% 90%
Fixed Income 0% 10%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 12.80 13.25
Infl. Adjusted (%) 10.18 10.62
DRAWDOWN
Deepest Drawdown Depth (%) -8.40 -6.82
Start to Recovery (months) 6* 4*
Longest Drawdown Depth (%) -8.40 -6.82
Start to Recovery (months) 6* 4*
Longest Negative Period (months) 8 7
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 12.22 10.74
Sharpe Ratio 0.66 0.80
Sortino Ratio 0.90 1.09
Ulcer Index 3.41 2.72
Ratio: Return / Standard Deviation 1.05 1.23
Ratio: Return / Deepest Drawdown 1.52 1.94
Metrics calculated over the period 1 June 2024 - 31 May 2025
Swipe left to see all data
US Stocks Warren Buffett Portfolio
Author Warren Buffett
ASSET ALLOCATION
Stocks 100% 90%
Fixed Income 0% 10%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 15.23 14.39
Infl. Adjusted (%) 10.14 9.34
DRAWDOWN
Deepest Drawdown Depth (%) -24.81 -23.08
Start to Recovery (months) 24 24
Longest Drawdown Depth (%) -24.81 -23.08
Start to Recovery (months) 24 24
Longest Negative Period (months) 30 28
RISK INDICATORS
Standard Deviation (%) 16.41 14.74
Sharpe Ratio 0.77 0.80
Sortino Ratio 1.04 1.07
Ulcer Index 8.64 7.97
Ratio: Return / Standard Deviation 0.93 0.98
Ratio: Return / Deepest Drawdown 0.61 0.62
Metrics calculated over the period 1 June 2020 - 31 May 2025
Swipe left to see all data
US Stocks Warren Buffett Portfolio
Author Warren Buffett
ASSET ALLOCATION
Stocks 100% 90%
Fixed Income 0% 10%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 12.15 11.72
Infl. Adjusted (%) 8.81 8.39
DRAWDOWN
Deepest Drawdown Depth (%) -24.81 -23.08
Start to Recovery (months) 24 24
Longest Drawdown Depth (%) -24.81 -23.08
Start to Recovery (months) 24 24
Longest Negative Period (months) 30 28
RISK INDICATORS
Standard Deviation (%) 15.86 14.01
Sharpe Ratio 0.65 0.71
Sortino Ratio 0.87 0.94
Ulcer Index 7.03 6.35
Ratio: Return / Standard Deviation 0.77 0.84
Ratio: Return / Deepest Drawdown 0.49 0.51
Metrics calculated over the period 1 June 2015 - 31 May 2025
Swipe left to see all data
US Stocks Warren Buffett Portfolio
Author Warren Buffett
ASSET ALLOCATION
Stocks 100% 90%
Fixed Income 0% 10%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 10.28 9.86
Infl. Adjusted (%) 7.57 7.16
DRAWDOWN
Deepest Drawdown Depth (%) -50.84 -45.52
Start to Recovery (months) 53 42
Longest Drawdown Depth (%) -43.94 -39.67
Start to Recovery (months) 67 73
Longest Negative Period (months) 139 132
RISK INDICATORS
Standard Deviation (%) 15.64 13.72
Sharpe Ratio 0.51 0.55
Sortino Ratio 0.67 0.73
Ulcer Index 14.32 12.59
Ratio: Return / Standard Deviation 0.66 0.72
Ratio: Return / Deepest Drawdown 0.20 0.22
Metrics calculated over the period 1 June 1995 - 31 May 2025
Swipe left to see all data
US Stocks Warren Buffett Portfolio
Author Warren Buffett
ASSET ALLOCATION
Stocks 100% 90%
Fixed Income 0% 10%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 9.18 8.77
Infl. Adjusted (%) 6.91 6.51
DRAWDOWN
Deepest Drawdown Depth (%) -84.60 -79.29
Start to Recovery (months) 184 178
Longest Drawdown Depth (%) -84.60 -79.29
Start to Recovery (months) 184 178
Longest Negative Period (months) 188 181
RISK INDICATORS
Standard Deviation (%) 16.56 14.82
Sharpe Ratio 0.31 0.32
Sortino Ratio 0.44 0.45
Ulcer Index 17.80 15.57
Ratio: Return / Standard Deviation 0.55 0.59
Ratio: Return / Deepest Drawdown 0.11 0.11
Metrics calculated over the period 1 January 1871 - 31 May 2025
Mastering Etf Investing
Mastering ETF Investing
Build wealth
with Lazy Portfolios and Passive Investing
Buy now
English book
Buy now
Italian book

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 1871 - 31 May 2025 (~154 years)
30 Years
(1995/06 - 2025/05)

Loading data
Please wait
Swipe left to see all data
US Stocks Warren Buffett Portfolio
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-50.84 53 Nov 2007
Mar 2012
-45.52 42 Nov 2007
Apr 2011
-43.94 67 Sep 2000
Mar 2006
-39.67 73 Sep 2000
Sep 2006
-24.81 24 Jan 2022
Dec 2023
-23.08 24 Jan 2022
Dec 2023
-20.84 7 Jan 2020
Jul 2020
-17.57 5 Jul 1998
Nov 1998
-17.49 6 Feb 2020
Jul 2020
-15.04 10 May 2011
Feb 2012
-14.20 7 Oct 2018
Apr 2019
-13.83 5 Jul 1998
Nov 1998
-12.09 7 Oct 2018
Apr 2019
-8.84 12 Jun 2015
May 2016
-8.44 5 Apr 2000
Aug 2000

Loading data
Please wait
Swipe left to see all data
US Stocks Warren Buffett Portfolio
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-84.60 184 Sep 1929
Dec 1944
-79.29 178 Sep 1929
Jun 1944
-50.84 53 Nov 2007
Mar 2012
-45.86 48 Jan 1973
Dec 1976
-45.52 42 Nov 2007
Apr 2011
-43.94 67 Sep 2000
Mar 2006
-40.52 42 Jan 1973
Jun 1976
-39.67 73 Sep 2000
Sep 2006
-34.11 35 Apr 1876
Feb 1879
-30.50 37 Apr 1876
Apr 1879
-30.27 26 Oct 1906
Nov 1908
-30.14 26 Oct 1906
Nov 1908
-30.06 28 Dec 1968
Mar 1971
-29.34 21 Sep 1987
May 1989
-27.35 21 Sep 1987
May 1989

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 1871 - 31 May 2025 (~154 years)


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

Loading data
Please wait

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
US Stocks Warren Buffett Portfolio
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2025
 0.38 -8.31 1.22 -6.82
2024
 23.81 -4.34 23.12 -3.67
2023
 26.05 -9.11 24.86 -7.55
2022
 -19.51 -24.81 -18.29 -23.08
2021
 25.67 -4.46 24.59 -4.32
2020
 21.03 -20.84 19.19 -17.49
2019
 30.67 -6.45 28.46 -5.73
2018
 -5.21 -14.20 -3.84 -12.09
2017
 21.21 0.00 19.83 0.00
2016
 12.83 -5.73 10.69 -4.87
2015
 0.36 -8.84 0.96 -7.73
2014
 12.54 -3.17 12.08 -2.97
2013
 33.45 -3.03 29.44 -2.62
2012
 16.45 -6.82 14.59 -6.10
2011
 0.97 -17.58 1.43 -15.04
2010
 17.42 -13.26 14.55 -11.71
2009
 28.89 -17.72 24.66 -16.03
2008
 -36.98 -38.08 -32.35 -33.45
2007
 5.37 -5.23 6.30 -4.37
2006
 15.69 -3.22 14.32 -2.48
2005
 6.31 -4.48 5.58 -3.97
2004
 12.79 -3.56 9.73 -2.96
2003
 30.75 -4.27 25.87 -3.66
2002
 -20.47 -27.18 -19.13 -24.82
2001
 -10.97 -23.65 -10.04 -20.31
2000
 -10.57 -15.87 -7.27 -11.55
1999
 23.81 -6.42 19.15 -5.59
1998
 23.26 -17.57 26.49 -13.83
1997
 30.99 -4.56 30.52 -5.15
1996
 20.96 -6.17 21.03 -3.99
1995
 35.79 -1.17 34.91 -0.25
1994
 -0.17 -7.43 1.01 -6.47
1993
 10.62 -2.77 9.53 -2.10
1992
 9.11 -2.40 7.36 -2.36
1991
 32.39 -4.47 28.35 -4.14
1990
 -6.08 -16.20 -2.00 -12.77
1989
 28.12 -3.05 29.38 -2.30
1988
 17.32 -3.42 15.17 -3.40
1987
 2.61 -29.34 4.71 -27.35
1986
 14.57 -7.92 17.29 -7.59
1985
 31.27 -4.77 29.49 -3.46
1984
 2.19 -9.02 6.99 -6.07
1983
 22.66 -4.00 19.96 -3.02
1982
 20.50 -11.21 21.09 -7.70
1981
 -4.15 -12.79 -3.26 -10.93
1980
 33.15 -11.98 29.60 -8.82
1979
 24.25 -7.22 17.05 -6.17
1978
 8.45 -11.64 5.62 -8.58
1977
 -3.36 -8.29 -6.77 -10.10
1976
 26.47 -2.10 22.58 -1.97
1975
 37.82 -11.74 34.14 -11.01
1974
 -27.81 -34.15 -23.54 -30.75
1973
 -18.18 -19.22 -14.10 -15.10
1972
 17.62 -2.45 17.45 -1.74
1971
 17.63 -6.54 13.67 -7.10
1970
 4.79 -19.06 4.95 -17.25
1969
 -10.28 -11.24 -7.28 -9.56
1968
 13.39 -6.48 10.36 -5.60
1967
 27.39 -4.70 21.92 -4.49
1966
 -8.73 -14.78 -8.57 -14.09
1965
 14.20 -4.80 11.37 -4.53
1964
 16.40 -1.37 15.12 -1.23
1963
 21.15 -2.74 20.68 -2.38
1962
 -9.62 -22.67 -7.50 -19.86
1961
 26.94 -2.62 24.37 -2.49
1960
 0.92 -8.00 1.29 -6.95
1959
 12.78 -5.35 10.87 -5.10
1958
 44.81 -1.59 39.17 -1.46
1957
 -9.93 -14.61 -9.21 -12.91
1956
 8.51 -7.23 6.10 -6.96
1955
 25.72 -3.23 28.33 -2.43
1954
 50.59 -3.14 47.42 -2.78
1953
 0.66 -7.66 -0.68 -8.07
1952
 13.62 -4.23 16.84 -3.31
1951
 20.75 -6.04 22.18 -4.95
1950
 30.33 -5.29 27.56 -4.82
1949
 19.97 -4.32 16.43 -4.20
1948
 2.36 -10.99 4.72 -9.37
1947
 3.84 -6.63 4.83 -5.40
1946
 -6.27 -20.85 -7.24 -19.89
1945
 38.22 -4.09 32.94 -3.82
1944
 21.23 -1.55 17.83 -1.51
1943
 27.90 -8.06 23.35 -8.12
1942
 16.72 -12.33 19.04 -10.12
1941
 -10.09 -12.94 -10.47 -12.57
1940
 -7.16 -23.05 -8.93 -21.91
1939
 2.33 -15.16 -0.71 -14.33
1938
 28.38 -25.06 30.06 -22.24
1937
 -34.85 -38.63 -31.63 -35.23
1936
 33.65 -7.38 29.65 -6.77
1935
 46.29 -10.15 42.64 -8.74
1934
 2.31 -18.75 -1.85 -18.67
1933
 57.18 -18.12 47.84 -17.61
1932
 -8.65 -44.97 -7.22 -40.36
1931
 -44.12 -52.60 -39.39 -47.83
1930
 -28.35 -39.08 -22.03 -33.22
1929
 -11.30 -34.31 -7.44 -30.51
1928
 38.68 -4.13 39.15 -3.41
1927
 33.33 -4.30 33.87 -3.63
1926
 11.46 -9.26 10.43 -8.30
1925
 25.78 -6.56 26.87 -5.61
1924
 27.03 -3.78 23.76 -3.57
1923
 5.38 -13.08 4.17 -12.09
1922
 29.04 -4.35 25.52 -4.09
1921
 10.09 -9.26 14.22 -7.26
1920
 -14.01 -15.38 -17.37 -17.55
1919
 19.62 -7.49 19.03 -6.76
1918
 18.16 -3.76 23.53 -2.81
1917
 -18.65 -18.65 -22.57 -22.57
1916
 8.05 -3.65 8.31 -3.17
1915
 31.16 -2.26 32.47 -1.72
1914
 -5.46 -20.24 -2.69 -16.94
1913
 -4.77 -8.74 -8.10 -9.68
1912
 7.12 -4.07 7.42 -3.53
1911
 3.47 -9.84 5.58 -8.31
1910
 -3.44 -11.27 -6.56 -12.23
1909
 16.09 -2.75 17.29 -2.20
1908
 39.43 -3.59 41.02 -2.76
1907
 -24.23 -28.45 -26.28 -29.55
1906
 0.60 -9.63 6.52 -5.84
1905
 21.23 -5.27 17.87 -5.03
1904
 32.12 -2.23 28.41 -2.12
1903
 -17.14 -25.30 -12.70 -20.83
1902
 8.21 -7.32 4.74 -7.42
1901
 19.40 -8.08 24.93 -5.95
1900
 20.75 -5.37 10.87 -6.21
1899
 3.64 -8.88 8.97 -5.80
1898
 29.23 -4.56 21.34 -5.52
1897
 20.31 -5.49 15.72 -5.41
1896
 3.20 -12.04 2.13 -11.61
1895
 4.95 -9.39 4.21 -8.87
1894
 3.58 -5.55 2.30 -5.30
1893
 -18.85 -26.86 -13.61 -22.56
1892
 6.08 -2.16 5.62 -2.01
1891
 18.83 -3.88 21.07 -2.84
1890
 -6.20 -13.89 -8.74 -14.28
1889
 7.03 -2.45 7.15 -2.07
1888
 3.28 -3.34 2.28 -3.19
1887
 -0.70 -9.45 -1.95 -9.29
1886
 11.92 -4.49 11.65 -3.90
1885
 29.98 -1.47 24.10 -1.67
1884
 -12.37 -13.99 -11.59 -13.08
1883
 -5.53 -7.10 -2.16 -5.03
1882
 3.58 -5.68 2.42 -5.39
1881
 0.18 -9.93 7.13 -5.89
1880
 26.50 -8.79 22.34 -8.26
1879
 49.29 -0.98 44.89 -0.91
1878
 16.25 -1.08 10.78 -1.28
1877
 -1.12 -19.66 -3.06 -18.64
1876
 -14.18 -18.03 -10.41 -14.59
1875
 5.35 -4.33 2.65 -4.05
1874
 4.67 -6.59 9.72 -4.25
1873
 -2.53 -15.75 -5.05 -15.65
1872
 11.12 -3.07 12.20 -2.37
1871
 15.59 -4.38 11.39 -4.36
Mastering Etf Investing
Mastering ETF Investing
Build wealth
with Lazy Portfolios and Passive Investing
Buy now
English book
Buy now
Italian book