Warren Buffett Portfolio vs Technology Portfolio Portfolio Comparison

Simulation Settings

Period: January 1971 - February 2026 (~55 years)
Consolidated Returns as of 28 February 2026

Initial Amount: 1$

Rebalancing: at every Jan 1^st

Currency: USD

Inflation: US

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Results

30 Years
(1996/03 - 2026/02)

All Data
(1971/01 - 2026/02)

Inflation Adjusted:

Warren Buffett Portfolio

1.00$
Invested Capital
March 1996
16.10$
Final Capital
February 2026
9.71%
Yearly Return
13.72%
Std Deviation
-45.52%
Max Drawdown
42months
Recovery Period

1.00$
Invested Capital
March 1996
7.62$
Final Capital
February 2026
7.00%
Yearly Return
13.72%
Std Deviation
-47.08%
Max Drawdown
149months
Recovery Period

1.00$
Invested Capital
January 1971
258.85$
Final Capital
February 2026
10.60%
Yearly Return
13.74%
Std Deviation
-45.52%
Max Drawdown
42months
Recovery Period

1.00$
Invested Capital
January 1971
31.45$
Final Capital
February 2026
6.45%
Yearly Return
13.74%
Std Deviation
-50.04%
Max Drawdown
145months
Recovery Period

Technology Portfolio

1.00$
Invested Capital
March 1996
46.85$
Final Capital
February 2026
13.68%
Yearly Return
23.99%
Std Deviation
-81.08%
Max Drawdown
175months
Recovery Period

1.00$
Invested Capital
March 1996
22.17$
Final Capital
February 2026
10.88%
Yearly Return
23.99%
Std Deviation
-82.10%
Max Drawdown
206months
Recovery Period

1.00$
Invested Capital
January 1971
824.79$
Final Capital
February 2026
12.94%
Yearly Return
22.27%
Std Deviation
-81.08%
Max Drawdown
175months
Recovery Period

1.00$
Invested Capital
January 1971
100.22$
Final Capital
February 2026
8.71%
Yearly Return
22.27%
Std Deviation
-82.10%
Max Drawdown
206months
Recovery Period

As of February 2026, in the previous 30 Years, the Warren Buffett Portfolio obtained a 9.71% compound annual return, with a 13.72% standard deviation. It suffered a maximum drawdown of -45.52% that required 42 months to be recovered.

As of February 2026, in the previous 30 Years, the Technology Portfolio obtained a 13.68% compound annual return, with a 23.99% standard deviation. It suffered a maximum drawdown of -81.08% that required 175 months to be recovered.

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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.

Resources & Extras

Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

Warren Buffett Portfolio

Weight (%)	Ticker	Name
90.00	VV	Vanguard Large-Cap
10.00	SHY	iShares 1-3 Year Treasury Bond

Technology Portfolio

Weight (%)	Ticker	Name
100.00	QQQ	Invesco QQQ Trust

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Portfolio Returns as of Feb 28, 2026

Returns are calculated in USD, assuming:

no fees or capital gain taxes.
rebalancing: at every Jan 1^st.
dividend reinvestment, when applicable.

Return Comparison

Capital Growth

30 Years
(1996/03 - 2026/02)

All Data
(1971/01 - 2026/02)

Inflation Adjusted:

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	Initial Amount $	Final Amount $	Total Return (%)	Annualized (%)
Warren Buffett Portfolio Warren Buffett	1 $	16.10 $	1 510.45%	9.71%
Technology	1 $	46.85 $	4 585.02%	13.68%
	Mar 1996	Feb 2026

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	Initial Amount $	Final Amount $	Total Return (%)	Annualized (%)
Warren Buffett Portfolio Warren Buffett	1 $	7.62 $	662.10%	7.00%
Technology	1 $	22.17 $	2 117.04%	10.88%
	Mar 1996	Feb 2026

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	Initial Amount $	Final Amount $	Total Return (%)	Annualized (%)
Warren Buffett Portfolio Warren Buffett	1 $	258.85 $	25 785.40%	10.60%
Technology	1 $	824.79 $	82 379.02%	12.94%
	Jan 1971	Feb 2026

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	Initial Amount $	Final Amount $	Total Return (%)	Annualized (%)
Warren Buffett Portfolio Warren Buffett	1 $	31.45 $	3 045.35%	6.45%
Technology	1 $	100.22 $	9 922.07%	8.71%
	Jan 1971	Feb 2026

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		Return (%) as of Feb 28, 2026
		YTD (2M)	1M	6M	1Y	5Y	10Y	30Y	MAX (~55Y)
	Warren Buffett Portfolio Warren Buffett	0.18	-0.86	5.91	15.33	12.51	14.16	9.71	10.60
	Technology -- Market Benchmark	-1.14	-2.34	6.73	20.11	14.78	20.34	13.68	12.94
Returns over 1 year are annualized.

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Portfolio Metrics as of Feb 28, 2026

The following metrics, updated as of 28 February 2026, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON

Period: 1 March 2025 - 28 February 2026 (1 year)

Period: 1 March 2021 - 28 February 2026 (5 years)

Period: 1 March 2016 - 28 February 2026 (10 years)

Period: 1 March 1996 - 28 February 2026 (30 years)

Period: 1 January 1971 - 28 February 2026 (~55 years)

1 Year

5 Years

10 Years

30 Years

All (1971/01 - 2026/02)

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	Warren Buffett Portfolio	Technology
Author	Warren Buffett
ASSET ALLOCATION
Stocks	90%	100%
Fixed Income	10%	0%
Commodities	0%	0%
PERFORMANCES
Annualized Return (%)	15.33	20.11
Infl. Adjusted (%)	12.62	17.29
DRAWDOWN
Deepest Drawdown Depth (%)	-5.65	-7.59
Start to Recovery (months)	4	3
Longest Drawdown Depth (%)	-5.65	-3.34
Start to Recovery (months)	4	4*
Longest Negative Period (months)	3	4*
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%)	9.53	14.87
Sharpe Ratio	1.19	1.08
Sortino Ratio	1.58	1.49
Ulcer Index	2.14	3.00
Ratio: Return / Standard Deviation	1.61	1.35
Ratio: Return / Deepest Drawdown	2.71	2.65
Metrics calculated over the period 1 March 2025 - 28 February 2026

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	Warren Buffett Portfolio	Technology
Author	Warren Buffett
ASSET ALLOCATION
Stocks	90%	100%
Fixed Income	10%	0%
Commodities	0%	0%
PERFORMANCES
Annualized Return (%)	12.51	14.78
Infl. Adjusted (%)	7.73	9.90
DRAWDOWN
Deepest Drawdown Depth (%)	-23.08	-32.58
Start to Recovery (months)	24	24
Longest Drawdown Depth (%)	-23.08	-32.58
Start to Recovery (months)	24	24
Longest Negative Period (months)	28	27
RISK INDICATORS
Standard Deviation (%)	13.71	19.22
Sharpe Ratio	0.68	0.60
Sortino Ratio	0.89	0.80
Ulcer Index	7.93	12.46
Ratio: Return / Standard Deviation	0.91	0.77
Ratio: Return / Deepest Drawdown	0.54	0.45
Metrics calculated over the period 1 March 2021 - 28 February 2026

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	Warren Buffett Portfolio	Technology
Author	Warren Buffett
ASSET ALLOCATION
Stocks	90%	100%
Fixed Income	10%	0%
Commodities	0%	0%
PERFORMANCES
Annualized Return (%)	14.16	20.34
Infl. Adjusted (%)	10.54	16.53
DRAWDOWN
Deepest Drawdown Depth (%)	-23.08	-32.58
Start to Recovery (months)	24	24
Longest Drawdown Depth (%)	-23.08	-32.58
Start to Recovery (months)	24	24
Longest Negative Period (months)	28	28
RISK INDICATORS
Standard Deviation (%)	13.58	18.13
Sharpe Ratio	0.89	1.01
Sortino Ratio	1.17	1.35
Ulcer Index	6.22	9.33
Ratio: Return / Standard Deviation	1.04	1.12
Ratio: Return / Deepest Drawdown	0.61	0.62
Metrics calculated over the period 1 March 2016 - 28 February 2026

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	Warren Buffett Portfolio	Technology
Author	Warren Buffett
ASSET ALLOCATION
Stocks	90%	100%
Fixed Income	10%	0%
Commodities	0%	0%
PERFORMANCES
Annualized Return (%)	9.71	13.68
Infl. Adjusted (%)	7.00	10.88
DRAWDOWN
Deepest Drawdown Depth (%)	-45.52	-81.08
Start to Recovery (months)	42	175
Longest Drawdown Depth (%)	-39.67	-81.08
Start to Recovery (months)	73	175
Longest Negative Period (months)	132	174
RISK INDICATORS
Standard Deviation (%)	13.72	23.99
Sharpe Ratio	0.54	0.48
Sortino Ratio	0.72	0.65
Ulcer Index	12.59	39.57
Ratio: Return / Standard Deviation	0.71	0.57
Ratio: Return / Deepest Drawdown	0.21	0.17
Metrics calculated over the period 1 March 1996 - 28 February 2026

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	Warren Buffett Portfolio	Technology
Author	Warren Buffett
ASSET ALLOCATION
Stocks	90%	100%
Fixed Income	10%	0%
Commodities	0%	0%
PERFORMANCES
Annualized Return (%)	10.60	12.94
Infl. Adjusted (%)	6.45	8.71
DRAWDOWN
Deepest Drawdown Depth (%)	-45.52	-81.08
Start to Recovery (months)	42	175
Longest Drawdown Depth (%)	-39.67	-81.08
Start to Recovery (months)	73	175
Longest Negative Period (months)	132	174
RISK INDICATORS
Standard Deviation (%)	13.74	22.27
Sharpe Ratio	0.45	0.39
Sortino Ratio	0.61	0.53
Ulcer Index	10.93	31.66
Ratio: Return / Standard Deviation	0.77	0.58
Ratio: Return / Deepest Drawdown	0.23	0.16
Metrics calculated over the period 1 January 1971 - 28 February 2026

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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 March 1996 - 28 February 2026 (30 years)

Period: 1 January 1971 - 28 February 2026 (~55 years)

30 Years
(1996/03 - 2026/02)

Chart Table

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Warren Buffett Portfolio			Technology
Drawdown (%)	Recovery (#Months)	From To	Drawdown (%)	Recovery (#Months)	From To
			-81.08	175	Apr 2000 Oct 2014
-45.52	42	Nov 2007 Apr 2011
-39.67	73	Sep 2000 Sep 2006
			-32.58	24	Jan 2022 Dec 2023
-23.08	24	Jan 2022 Dec 2023
-17.49	6	Feb 2020 Jul 2020
			-17.20	3	Aug 1998 Oct 1998
			-16.96	8	Sep 2018 Apr 2019
-15.04	10	May 2011 Feb 2012
-13.83	5	Jul 1998 Nov 1998
			-13.51	4	Feb 1997 May 1997
			-12.90	3	Feb 2020 Apr 2020
-12.09	7	Oct 2018 Apr 2019
			-10.50	7	Aug 1997 Feb 1998
			-10.08	5	Feb 2025 Jun 2025

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Warren Buffett Portfolio			Technology
Drawdown (%)	Recovery (#Months)	From To	Drawdown (%)	Recovery (#Months)	From To
			-81.08	175	Apr 2000 Oct 2014
			-58.37	68	Jan 1973 Aug 1978
-45.52	42	Nov 2007 Apr 2011
-40.52	42	Jan 1973 Jun 1976
-39.67	73	Sep 2000 Sep 2006
			-34.57	21	Sep 1987 May 1989
			-32.58	24	Jan 2022 Dec 2023
			-27.93	29	Jul 1983 Nov 1985
			-27.64	8	Jul 1990 Feb 1991
-27.35	21	Sep 1987 May 1989
			-25.11	18	Jun 1981 Nov 1982
-23.08	24	Jan 2022 Dec 2023
			-19.01	6	Feb 1980 Jul 1980
			-17.69	10	Sep 1978 Jun 1979
-17.49	6	Feb 2020 Jul 2020

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 1971 - 28 February 2026 (~55 years)

Rolling Period:

Warren Buffett Portfolio
Technology

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		Technology
Year	Return (%)	Drawdown (%)	Return (%)	Drawdown (%)
2026	0.18	-0.86	-1.14	-2.34
2025	16.79	-6.82	20.77	-10.08
2024	23.12	-3.67	25.58	-4.37
2023	24.86	-7.55	54.86	-8.42
2022	-18.29	-23.08	-32.58	-32.58
2021	24.59	-4.32	27.42	-5.68
2020	19.19	-17.49	48.40	-12.90
2019	28.46	-5.73	38.96	-8.23
2018	-3.84	-12.09	-0.12	-16.96
2017	19.83	0.00	32.66	-2.32
2016	10.69	-4.87	7.10	-8.37
2015	0.96	-7.73	9.45	-8.88
2014	12.08	-2.97	19.18	-3.04
2013	29.44	-2.62	36.63	-2.39
2012	14.59	-6.10	18.12	-8.13
2011	1.43	-15.04	3.47	-10.79
2010	14.55	-11.71	20.14	-12.93
2009	24.66	-16.03	54.68	-7.43
2008	-32.35	-33.45	-41.73	-43.03
2007	6.30	-4.37	19.02	-6.83
2006	14.32	-2.48	7.14	-11.54
2005	5.58	-3.97	1.57	-12.37
2004	9.73	-2.96	10.54	-9.86
2003	25.87	-3.66	49.67	-2.90
2002	-19.13	-24.82	-37.37	-46.75
2001	-10.04	-20.31	-33.34	-54.93
2000	-7.27	-11.55	-36.11	-46.69
1999	19.15	-5.59	101.95	-9.49
1998	26.49	-13.83	85.30	-17.20
1997	30.52	-5.15	20.63	-13.51
1996	21.03	-3.99	42.54	-8.14
1995	34.91	-0.25	42.54	-3.77
1994	1.01	-6.47	1.50	-12.97
1993	9.53	-2.10	10.58	-8.26
1992	7.36	-2.36	8.86	-13.48
1991	28.35	-4.14	64.99	-8.89
1990	-2.00	-12.77	-10.41	-27.64
1989	29.38	-2.30	26.17	-4.64
1988	15.17	-3.40	13.54	-10.50
1987	4.71	-27.35	10.50	-34.57
1986	17.29	-7.59	6.89	-15.73
1985	29.49	-3.46	35.61	-6.97
1984	6.99	-6.07	-11.31	-17.55
1983	19.96	-3.02	19.87	-13.85
1982	21.09	-7.70	18.67	-14.55
1981	-3.26	-10.93	-3.21	-19.44
1980	29.60	-8.82	33.88	-19.01
1979	17.05	-6.17	28.11	-9.91
1978	5.62	-8.58	12.31	-17.69
1977	-6.77	-10.10	7.33	-3.83
1976	22.58	-1.97	26.10	-2.85
1975	34.14	-11.01	29.76	-14.58
1974	-23.54	-30.75	-35.11	-41.36
1973	-14.10	-15.10	-31.06	-31.06
1972	17.45	-1.74	17.18	-3.61
1971	13.67	-7.10	27.35	-7.42

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Table of contents

Resources & Extras

Asset Allocations and ETFs

Portfolio Returns as of Feb 28, 2026

Portfolio Metrics as of Feb 28, 2026

Drawdowns

Rolling Returns

Yearly Returns