Warren Buffett Portfolio vs Technology Portfolio Portfolio Comparison

Simulation Settings
Period: January 1971 - August 2025 (~55 years)
Consolidated Returns as of 31 August 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 August 2025.
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Results
30 Years
(1995/09 - 2025/08)
All Data
(1971/01 - 2025/08)
Inflation Adjusted:
Warren Buffett Portfolio
1.00$
Invested Capital
September 1995
17.36$
Final Capital
August 2025
9.98%
Yearly Return
13.74%
Std Deviation
-45.52%
Max Drawdown
42months
Recovery Period
1.00$
Invested Capital
September 1995
8.21$
Final Capital
August 2025
7.27%
Yearly Return
13.74%
Std Deviation
-47.08%
Max Drawdown
149months
Recovery Period
1.00$
Invested Capital
January 1971
244.42$
Final Capital
August 2025
10.58%
Yearly Return
13.79%
Std Deviation
-45.52%
Max Drawdown
42months
Recovery Period
1.00$
Invested Capital
January 1971
30.08$
Final Capital
August 2025
6.42%
Yearly Return
13.79%
Std Deviation
-50.04%
Max Drawdown
145months
Recovery Period
Technology Portfolio
1.00$
Invested Capital
September 1995
47.40$
Final Capital
August 2025
13.73%
Yearly Return
23.99%
Std Deviation
-81.08%
Max Drawdown
175months
Recovery Period
1.00$
Invested Capital
September 1995
22.41$
Final Capital
August 2025
10.92%
Yearly Return
23.99%
Std Deviation
-82.10%
Max Drawdown
206months
Recovery Period
1.00$
Invested Capital
January 1971
772.80$
Final Capital
August 2025
12.94%
Yearly Return
22.35%
Std Deviation
-81.08%
Max Drawdown
175months
Recovery Period
1.00$
Invested Capital
January 1971
95.09$
Final Capital
August 2025
8.69%
Yearly Return
22.35%
Std Deviation
-82.10%
Max Drawdown
206months
Recovery Period

As of August 2025, in the previous 30 Years, the Warren Buffett Portfolio obtained a 9.98% 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 August 2025, in the previous 30 Years, the Technology Portfolio obtained a 13.73% compound annual return, with a 23.99% standard deviation. It suffered a maximum drawdown of -81.08% that required 175 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.

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 Aug 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
(1995/09 - 2025/08)
All Data
(1971/01 - 2025/08)
Inflation Adjusted:
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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Warren Buffett Warren Buffett Portfolio
Warren Buffett 		1 $ 17.36 $ 1 635.90% 9.98%
Technology
 1 $ 47.40 $ 4 640.23% 13.73%
Sep 1995 Aug 2025

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Warren Buffett Warren Buffett Portfolio
Warren Buffett 		1 $ 8.21 $ 720.59% 7.27%
Technology
 1 $ 22.41 $ 2 140.80% 10.92%
Sep 1995 Aug 2025

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Warren Buffett Warren Buffett Portfolio
Warren Buffett 		1 $ 244.42 $ 24 341.77% 10.58%
Technology
 1 $ 772.80 $ 77 179.53% 12.94%
Jan 1971 Aug 2025

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Warren Buffett Warren Buffett Portfolio
Warren Buffett 		1 $ 30.08 $ 2 907.54% 6.42%
Technology
 1 $ 95.09 $ 9 409.20% 8.69%
Jan 1971 Aug 2025

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Return (%) as of Aug 31, 2025
YTD
(8M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~55Y)
http://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_warren_buffett.webp Warren Buffett Portfolio
Warren Buffett 		10.47 1.96 8.90 15.48 13.26 13.32 9.98 10.58
http://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_us_author.webp Technology
-- Market Benchmark 		11.87 0.95 12.54 20.44 14.78 19.42 13.73 12.94
Returns over 1 year are annualized.
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Portfolio Metrics as of Aug 31, 2025

The following metrics, updated as of 31 August 2025, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON
Period: 1 September 2024 - 31 August 2025 (1 year)
Period: 1 September 2020 - 31 August 2025 (5 years)
Period: 1 September 2015 - 31 August 2025 (10 years)
Period: 1 September 1995 - 31 August 2025 (30 years)
Period: 1 January 1971 - 31 August 2025 (~55 years)
1 Year
5 Years
10 Years
30 Years
All (1971/01 - 2025/08)
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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 (%) 15.48 20.44
Infl. Adjusted (%) 12.15 16.97
DRAWDOWN
Deepest Drawdown Depth (%) -6.82 -10.08
Start to Recovery (months) 5 5
Longest Drawdown Depth (%) -6.82 -10.08
Start to Recovery (months) 5 5
Longest Negative Period (months) 7 7
RISK INDICATORS
Standard Deviation (%) 11.11 14.39
Sharpe Ratio 0.99 1.11
Sortino Ratio 1.35 1.51
Ulcer Index 2.72 3.80
Ratio: Return / Standard Deviation 1.39 1.42
Ratio: Return / Deepest Drawdown 2.27 2.03
Metrics calculated over the period 1 September 2024 - 31 August 2025
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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 (%) 13.26 14.78
Infl. Adjusted (%) 8.37 9.82
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 (%) 14.50 19.88
Sharpe Ratio 0.72 0.60
Sortino Ratio 0.96 0.81
Ulcer Index 7.97 12.52
Ratio: Return / Standard Deviation 0.91 0.74
Ratio: Return / Deepest Drawdown 0.57 0.45
Metrics calculated over the period 1 September 2020 - 31 August 2025
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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 (%) 13.32 19.42
Infl. Adjusted (%) 9.90 15.81
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 (%) 13.88 18.54
Sharpe Ratio 0.82 0.95
Sortino Ratio 1.09 1.28
Ulcer Index 6.28 9.43
Ratio: Return / Standard Deviation 0.96 1.05
Ratio: Return / Deepest Drawdown 0.58 0.60
Metrics calculated over the period 1 September 2015 - 31 August 2025
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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 (%) 9.98 13.73
Infl. Adjusted (%) 7.27 10.92
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 23.99
Sharpe Ratio 0.56 0.48
Sortino Ratio 0.74 0.65
Ulcer Index 12.59 39.57
Ratio: Return / Standard Deviation 0.73 0.57
Ratio: Return / Deepest Drawdown 0.22 0.17
Metrics calculated over the period 1 September 1995 - 31 August 2025
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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 (%) 10.58 12.94
Infl. Adjusted (%) 6.42 8.69
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 (%) 13.79 22.35
Sharpe Ratio 0.45 0.38
Sortino Ratio 0.61 0.52
Ulcer Index 10.98 31.80
Ratio: Return / Standard Deviation 0.77 0.58
Ratio: Return / Deepest Drawdown 0.23 0.16
Metrics calculated over the period 1 January 1971 - 31 August 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 September 1995 - 31 August 2025 (30 years)
Period: 1 January 1971 - 31 August 2025 (~55 years)
30 Years
(1995/09 - 2025/08)

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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 - 31 August 2025 (~55 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 Technology
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2025
 10.47 -6.82 11.87 -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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