Warren Buffett Portfolio vs Stocks/Bonds 80/20 Portfolio Portfolio Comparison

Simulation Settings
Period: January 1871 - June 2025 (~155 years)
Consolidated Returns as of 30 June 2025
Initial Amount: 1$
Rebalancing: at every Jan 1st
Currency: USD
Inflation: US
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The minimum date range must be at least 12 months. 'Date To' cannot be beyond June 2025.
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Results
30 Years
(1995/07 - 2025/06)
All Data
(1871/01 - 2025/06)
Inflation Adjusted:
Warren Buffett Portfolio
1.00$
Invested Capital
July 1995
17.22$
Final Capital
June 2025
9.95%
Yearly Return
13.74%
Std Deviation
-45.52%
Max Drawdown
42months
Recovery Period
1.00$
Invested Capital
July 1995
8.19$
Final Capital
June 2025
7.26%
Yearly Return
13.74%
Std Deviation
-47.08%
Max Drawdown
149months
Recovery Period
1.00$
Invested Capital
January 1871
457.80 K$
Final Capital
June 2025
8.80%
Yearly Return
14.82%
Std Deviation
-79.29%
Max Drawdown
178months
Recovery Period
1.00$
Invested Capital
January 1871
17.81 K$
Final Capital
June 2025
6.54%
Yearly Return
14.82%
Std Deviation
-73.85%
Max Drawdown
86months
Recovery Period
Stocks/Bonds 80/20 Portfolio
1.00$
Invested Capital
July 1995
14.82$
Final Capital
June 2025
9.40%
Yearly Return
12.59%
Std Deviation
-41.09%
Max Drawdown
39months
Recovery Period
1.00$
Invested Capital
July 1995
7.04$
Final Capital
June 2025
6.72%
Yearly Return
12.59%
Std Deviation
-42.07%
Max Drawdown
53months
Recovery Period
1.00$
Invested Capital
January 1871
311.55 K$
Final Capital
June 2025
8.53%
Yearly Return
13.28%
Std Deviation
-75.27%
Max Drawdown
163months
Recovery Period
1.00$
Invested Capital
January 1871
12.12 K$
Final Capital
June 2025
6.28%
Yearly Return
13.28%
Std Deviation
-68.77%
Max Drawdown
79months
Recovery Period

As of June 2025, in the previous 30 Years, the Warren Buffett Portfolio obtained a 9.95% compound annual return, with a 13.74% standard deviation. It suffered a maximum drawdown of -45.52% that required 42 months to be recovered.

As of June 2025, in the previous 30 Years, the Stocks/Bonds 80/20 Portfolio obtained a 9.40% compound annual return, with a 12.59% standard deviation. It suffered a maximum drawdown of -41.09% that required 39 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
90.00
VV
Vanguard Large-Cap
10.00
SHY
iShares 1-3 Year Treasury Bond
Weight
(%)
Ticker Name
80.00
VTI
Vanguard Total Stock Market
20.00
BND
Vanguard Total Bond Market
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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
30 Years
(1995/07 - 2025/06)
All Data
(1871/01 - 2025/06)
Inflation Adjusted:
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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Warren Buffett Warren Buffett Portfolio
Warren Buffett
1 $ 17.22 $ 1 622.49% 9.95%
Stocks/Bonds 80/20
1 $ 14.82 $ 1 381.94% 9.40%

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Warren Buffett Warren Buffett Portfolio
Warren Buffett
1 $ 8.19 $ 718.64% 7.26%
Stocks/Bonds 80/20
1 $ 7.04 $ 604.31% 6.72%

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Warren Buffett Warren Buffett Portfolio
Warren Buffett
1 $ 457 795.11 $ 45 779 410.89% 8.80%
Stocks/Bonds 80/20
1 $ 311 552.68 $ 31 155 167.57% 8.53%

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Warren Buffett Warren Buffett Portfolio
Warren Buffett
1 $ 17 814.98 $ 1 781 398.03% 6.54%
Stocks/Bonds 80/20
1 $ 12 123.99 $ 1 212 299.32% 6.28%

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Return (%) as of Jun 30, 2025
YTD
(6M)
1M 6M 1Y 5Y 10Y 30Y MAX
(~155Y)
http://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_warren_buffett.webp Warren Buffett Portfolio
Warren Buffett
6.09 4.81 6.09 14.77 15.04 12.44 9.95 8.80
http://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_us_author.webp Stocks/Bonds 80/20
-- Market Benchmark
5.26 4.42 5.26 13.42 12.57 10.77 9.40 8.53
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 July 1995 - 30 June 2025 (30 years)
Period: 1 January 1871 - 30 June 2025 (~155 years)
1 Year
5 Years
10 Years
30 Years
All (1871/01 - 2025/06)
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Warren Buffett Portfolio Stocks/Bonds 80/20
Author Warren Buffett
ASSET ALLOCATION
Stocks 90% 80%
Fixed Income 10% 20%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 14.77 13.42
Infl. Adjusted (%) 12.05 10.73
DRAWDOWN
Deepest Drawdown Depth (%) -6.82 -6.49
Start to Recovery (months) 5 7
Longest Drawdown Depth (%) -6.82 -6.49
Start to Recovery (months) 5 7
Longest Negative Period (months) 7 8
RISK INDICATORS
Standard Deviation (%) 11.11 10.52
Sharpe Ratio 0.91 0.83
Sortino Ratio 1.25 1.13
Ulcer Index 2.72 2.69
Ratio: Return / Standard Deviation 1.33 1.28
Ratio: Return / Deepest Drawdown 2.16 2.07
Metrics calculated over the period 1 July 2024 - 30 June 2025
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Warren Buffett Portfolio Stocks/Bonds 80/20
Author Warren Buffett
ASSET ALLOCATION
Stocks 90% 80%
Fixed Income 10% 20%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 15.04 12.57
Infl. Adjusted (%) 10.06 7.70
DRAWDOWN
Deepest Drawdown Depth (%) -23.08 -22.75
Start to Recovery (months) 24 25
Longest Drawdown Depth (%) -23.08 -22.75
Start to Recovery (months) 24 25
Longest Negative Period (months) 28 30
RISK INDICATORS
Standard Deviation (%) 14.83 14.01
Sharpe Ratio 0.83 0.71
Sortino Ratio 1.11 0.95
Ulcer Index 7.97 8.14
Ratio: Return / Standard Deviation 1.01 0.90
Ratio: Return / Deepest Drawdown 0.65 0.55
Metrics calculated over the period 1 July 2020 - 30 June 2025
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Warren Buffett Portfolio Stocks/Bonds 80/20
Author Warren Buffett
ASSET ALLOCATION
Stocks 90% 80%
Fixed Income 10% 20%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 12.44 10.77
Infl. Adjusted (%) 9.12 7.50
DRAWDOWN
Deepest Drawdown Depth (%) -23.08 -22.75
Start to Recovery (months) 24 25
Longest Drawdown Depth (%) -23.08 -22.75
Start to Recovery (months) 24 25
Longest Negative Period (months) 28 30
RISK INDICATORS
Standard Deviation (%) 14.03 13.13
Sharpe Ratio 0.76 0.68
Sortino Ratio 1.00 0.90
Ulcer Index 6.35 6.37
Ratio: Return / Standard Deviation 0.89 0.82
Ratio: Return / Deepest Drawdown 0.54 0.47
Metrics calculated over the period 1 July 2015 - 30 June 2025
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Warren Buffett Portfolio Stocks/Bonds 80/20
Author Warren Buffett
ASSET ALLOCATION
Stocks 90% 80%
Fixed Income 10% 20%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 9.95 9.40
Infl. Adjusted (%) 7.26 6.72
DRAWDOWN
Deepest Drawdown Depth (%) -45.52 -41.09
Start to Recovery (months) 42 39
Longest Drawdown Depth (%) -39.67 -33.33
Start to Recovery (months) 73 59
Longest Negative Period (months) 132 122
RISK INDICATORS
Standard Deviation (%) 13.74 12.59
Sharpe Ratio 0.56 0.57
Sortino Ratio 0.74 0.74
Ulcer Index 12.59 10.40
Ratio: Return / Standard Deviation 0.72 0.75
Ratio: Return / Deepest Drawdown 0.22 0.23
Metrics calculated over the period 1 July 1995 - 30 June 2025
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Warren Buffett Portfolio Stocks/Bonds 80/20
Author Warren Buffett
ASSET ALLOCATION
Stocks 90% 80%
Fixed Income 10% 20%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 8.80 8.53
Infl. Adjusted (%) 6.54 6.28
DRAWDOWN
Deepest Drawdown Depth (%) -79.29 -75.27
Start to Recovery (months) 178 163
Longest Drawdown Depth (%) -79.29 -75.27
Start to Recovery (months) 178 163
Longest Negative Period (months) 181 166
RISK INDICATORS
Standard Deviation (%) 14.82 13.28
Sharpe Ratio 0.32 0.34
Sortino Ratio 0.45 0.47
Ulcer Index 15.57 13.04
Ratio: Return / Standard Deviation 0.59 0.64
Ratio: Return / Deepest Drawdown 0.11 0.11
Metrics calculated over the period 1 January 1871 - 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 1995 - 30 June 2025 (30 years)
Period: 1 January 1871 - 30 June 2025 (~155 years)
30 Years
(1995/07 - 2025/06)

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Warren Buffett Portfolio Stocks/Bonds 80/20
Drawdown
(%)
Recovery
(#Months)
From
To
Drawdown
(%)
Recovery
(#Months)
From
To
-45.52 42 Nov 2007
Apr 2011
-41.09 39 Nov 2007
Jan 2011
-39.67 73 Sep 2000
Sep 2006
-33.33 59 Sep 2000
Jul 2005
-23.08 24 Jan 2022
Dec 2023
-22.75 25 Jan 2022
Jan 2024
-17.49 6 Feb 2020
Jul 2020
-16.53 6 Feb 2020
Jul 2020
-15.04 10 May 2011
Feb 2012
-13.95 5 Jul 1998
Nov 1998
-13.83 5 Jul 1998
Nov 1998
-13.35 10 May 2011
Feb 2012
-12.09 7 Oct 2018
Apr 2019
-11.32 7 Oct 2018
Apr 2019
-7.73 10 Aug 2015
May 2016

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Warren Buffett Portfolio Stocks/Bonds 80/20
Drawdown
(%)
Recovery
(#Months)
From
To
Drawdown
(%)
Recovery
(#Months)
From
To
-79.29 178 Sep 1929
Jun 1944
-75.27 163 Sep 1929
Mar 1943
-45.52 42 Nov 2007
Apr 2011
-41.09 39 Nov 2007
Jan 2011
-40.52 42 Jan 1973
Jun 1976
-39.67 73 Sep 2000
Sep 2006
-36.88 39 Jan 1973
Mar 1976
-33.33 59 Sep 2000
Jul 2005
-30.50 37 Apr 1876
Apr 1879
-30.14 26 Oct 1906
Nov 1908
-27.35 21 Sep 1987
May 1989
-26.75 34 Apr 1876
Jan 1879
-26.19 28 Dec 1968
Mar 1971
-25.03 29 Dec 1916
Apr 1919
-24.55 20 Sep 1987
Apr 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 - 30 June 2025 (~155 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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Warren Buffett Portfolio Stocks/Bonds 80/20
Year Return
(%)
Drawdown
(%)
Return
(%)
Drawdown
(%)
2025
6.09 -6.82 5.26 -6.18
2024
23.12 -3.67 19.32 -3.99
2023
24.86 -7.55 21.92 -8.32
2022
-18.29 -23.08 -18.23 -22.75
2021
24.59 -4.32 20.16 -3.88
2020
19.19 -17.49 18.36 -16.53
2019
28.46 -5.73 26.30 -4.97
2018
-3.84 -12.09 -4.19 -11.32
2017
19.83 0.00 17.68 0.00
2016
10.69 -4.87 10.77 -4.34
2015
0.96 -7.73 0.40 -7.05
2014
12.08 -2.97 11.20 -2.23
2013
29.44 -2.62 26.34 -2.66
2012
14.59 -6.10 13.79 -5.21
2011
1.43 -15.04 2.36 -13.35
2010
14.55 -11.71 15.18 -10.23
2009
24.66 -16.03 23.84 -14.71
2008
-32.35 -33.45 -28.21 -30.13
2007
6.30 -4.37 5.68 -4.17
2006
14.32 -2.48 13.41 -2.63
2005
5.58 -3.97 5.53 -3.41
2004
9.73 -2.96 11.08 -2.95
2003
25.87 -3.66 25.40 -3.13
2002
-19.13 -24.82 -14.73 -20.47
2001
-10.04 -20.31 -7.09 -17.69
2000
-7.27 -11.55 -6.18 -12.05
1999
19.15 -5.59 18.90 -5.12
1998
26.49 -13.83 20.33 -13.95
1997
30.52 -5.15 26.68 -3.85
1996
21.03 -3.99 17.49 -4.78
1995
34.91 -0.25 32.26 -0.70
1994
1.01 -6.47 -0.67 -6.95
1993
9.53 -2.10 10.44 -2.06
1992
7.36 -2.36 8.71 -2.02
1991
28.35 -4.14 28.96 -3.69
1990
-2.00 -12.77 -3.13 -12.23
1989
29.38 -2.30 25.22 -2.00
1988
15.17 -3.40 15.32 -2.84
1987
4.71 -27.35 2.40 -24.55
1986
17.29 -7.59 14.68 -6.76
1985
29.49 -3.46 29.47 -3.45
1984
6.99 -6.07 4.75 -7.80
1983
19.96 -3.02 19.17 -3.09
1982
21.09 -7.70 22.62 -7.08
1981
-3.26 -10.93 -1.44 -10.81
1980
29.60 -8.82 27.10 -10.71
1979
17.05 -6.17 20.47 -6.94
1978
5.62 -8.58 6.99 -9.83
1977
-6.77 -10.10 -2.48 -6.59
1976
22.58 -1.97 23.93 -1.62
1975
34.14 -11.01 31.73 -10.05
1974
-23.54 -30.75 -21.11 -27.27
1973
-14.10 -15.10 -13.65 -14.55
1972
17.45 -1.74 14.64 -1.96
1971
13.67 -7.10 16.00 -6.14
1970
4.95 -17.25 7.28 -14.57
1969
-7.28 -9.56 -8.65 -9.37
1968
10.36 -5.60 11.29 -4.08
1967
21.92 -4.49 21.80 -3.81
1966
-8.57 -14.09 -5.99 -12.18
1965
11.37 -4.53 11.50 -3.73
1964
15.12 -1.23 13.90 -1.08
1963
20.68 -2.38 17.24 -2.26
1962
-7.50 -19.86 -6.55 -17.65
1961
24.37 -2.49 21.82 -2.35
1960
1.29 -6.95 3.34 -5.42
1959
10.87 -5.10 9.88 -4.67
1958
39.17 -1.46 35.29 -1.18
1957
-9.21 -12.91 -6.23 -10.37
1956
6.10 -6.96 6.50 -6.18
1955
28.33 -2.43 20.42 -2.50
1954
47.42 -2.78 41.03 -2.67
1953
-0.68 -8.07 1.26 -6.31
1952
16.84 -3.31 11.34 -3.17
1951
22.18 -4.95 16.61 -5.01
1950
27.56 -4.82 24.24 -4.40
1949
16.43 -4.20 16.85 -3.37
1948
4.72 -9.37 2.41 -8.79
1947
4.83 -5.40 2.98 -5.12
1946
-7.24 -19.89 -4.87 -17.16
1945
32.94 -3.82 31.60 -3.21
1944
17.83 -1.51 17.44 -1.24
1943
23.35 -8.12 22.81 -6.71
1942
19.04 -10.12 13.64 -9.90
1941
-10.47 -12.57 -7.63 -10.69
1940
-8.93 -21.91 -4.87 -18.76
1939
-0.71 -14.33 2.49 -11.80
1938
30.06 -22.24 23.58 -20.31
1937
-31.63 -35.23 -27.51 -31.04
1936
29.65 -6.77 27.82 -5.96
1935
42.64 -8.74 37.81 -7.62
1934
-1.85 -18.67 3.30 -14.20
1933
47.84 -17.61 46.35 -15.62
1932
-7.22 -40.36 -4.47 -35.31
1931
-39.39 -47.83 -35.71 -43.75
1930
-22.03 -33.22 -21.13 -31.14
1929
-7.44 -30.51 -8.19 -28.19
1928
39.15 -3.41 30.76 -3.44
1927
33.87 -3.63 27.72 -3.53
1926
10.43 -8.30 10.11 -7.22
1925
26.87 -5.61 21.26 -5.26
1924
23.76 -3.57 23.20 -2.70
1923
4.17 -12.09 5.04 -10.37
1922
25.52 -4.09 24.33 -3.61
1921
14.22 -7.26 10.70 -7.08
1920
-17.37 -17.55 -11.16 -12.22
1919
19.03 -6.76 16.14 -6.23
1918
23.53 -2.81 15.45 -2.95
1917
-22.57 -22.57 -15.26 -15.26
1916
8.31 -3.17 7.17 -2.83
1915
32.47 -1.72 26.18 -1.80
1914
-2.69 -16.94 -3.07 -15.69
1913
-8.10 -9.68 -3.04 -6.45
1912
7.42 -3.53 6.01 -3.29
1911
5.58 -8.31 3.60 -7.84
1910
-6.56 -12.23 -1.92 -8.66
1909
17.29 -2.20 13.16 -2.11
1908
41.02 -2.76 33.83 -2.66
1907
-26.28 -29.55 -19.45 -22.50
1906
6.52 -5.84 0.63 -7.84
1905
17.87 -5.03 17.12 -4.36
1904
28.41 -2.12 26.86 -1.84
1903
-12.70 -20.83 -13.28 -20.02
1902
4.74 -7.42 6.77 -6.04
1901
24.93 -5.95 15.88 -6.66
1900
10.87 -6.21 17.38 -4.20
1899
8.97 -5.80 2.83 -7.28
1898
21.34 -5.52 24.31 -4.46
1897
15.72 -5.41 17.42 -4.24
1896
2.13 -11.61 3.38 -10.33
1895
4.21 -8.87 3.97 -8.19
1894
2.30 -5.30 4.08 -4.26
1893
-13.61 -22.56 -14.13 -21.64
1892
5.62 -2.01 5.29 -1.86
1891
21.07 -2.84 16.15 -3.45
1890
-8.74 -14.28 -4.72 -10.81
1889
7.15 -2.07 6.12 -1.97
1888
2.28 -3.19 3.72 -2.84
1887
-1.95 -9.29 -0.27 -7.87
1886
11.65 -3.90 9.69 -3.72
1885
24.10 -1.67 25.05 -1.30
1884
-11.59 -13.08 -9.11 -11.70
1883
-2.16 -5.03 -3.56 -5.29
1882
2.42 -5.39 3.48 -4.68
1881
7.13 -5.89 0.85 -8.18
1880
22.34 -8.26 22.26 -7.02
1879
44.89 -0.91 40.02 -0.88
1878
10.78 -1.28 14.30 -0.73
1877
-3.06 -18.64 -0.16 -15.24
1876
-10.41 -14.59 -9.91 -13.58
1875
2.65 -4.05 5.57 -2.81
1874
9.72 -4.25 6.48 -4.60
1873
-5.05 -15.65 -1.18 -13.40
1872
12.20 -2.37 9.26 -2.91
1871
11.39 -4.36 13.02 -3.74
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