Last Update - 30 September 2026

In the following table, you can retrieve the most recent returns of the main Asset Classes (ETFs dividends included, when applicable).

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Return (%) as of Sep 26
Ticker Asset Class 1M 3M 6M
QQQ
US Technology 3.32 0.56 28.44
SPY
US Large Cap Blend -0.33 2.38 17.86
VTI
US Total Stock Market -0.78 1.39 17.29
VT
World All Countries -1.43 0.83 14.83
EEM
Emerging Markets -0.34 -2.37 18.22
DBC
Commodities 3.26 21.23 11.64
IJR
US Small Cap Blend -5.53 -7.94 10.16
CWB
US Convertible Bonds -0.84 -5.74 11.47
HYG
US High Yield Bonds -2.73 -2.00 0.01
EMB
Emerg. Market Bonds -3.73 -4.58 -0.71
LQD
US Invest. Grade Bonds -3.39 -5.18 -3.99
BNDX
International Bonds -1.18 -2.51 -1.04
BIL
US Cash 0.28 0.90 1.79
TIP
US TIPS -2.60 -3.29 -2.50
PFF
US Preferred Stocks -2.62 -1.87 0.03
BND
US Total Bond Market -2.55 -3.45 -2.78
VNQ
US REITs -6.26 -6.25 2.82
TLT
US Long Term Treasuries -5.38 -8.95 -8.18
EFA
EAFE Stocks -3.31 0.01 8.65
GLD
Gold -6.75 3.38 -11.49
IJH
US Mid Cap Blend -4.22 -6.41 7.14
Legend: Stocks Fixed Income Commodities
Lazy Portfolios are not meant to be monitored frequently or valued for short-term returns.
Returns (in US Dollars) are calculated on the hypothesis of:
  • a yearly rebalancing of the portfolios (at the beginning of the year)
  • the reinvestment of dividends
Live Returns (as of Oct 26) are calculated on the hypothesis of a newly built portfolio, with the expected asset allocation.

Once consolidated, the actual returns could differ, because they are calculated on the current asset weights in the portofolio.

For each portfolio, the update time of the least updated asset is indicated. Update time is Eastern Time (ET - America/New York). Portfolios with symbol contain asset with missing data, so their returns are partial.
Swipe left to see all data
 Monthly Return (%)
Return (%) as of Sep 26
Portfolio Author Oct 26▾ Time(ET) 1M 3M 6M
US Stocks Minimum Volatility 2.42 Oct 07 -3.70 1.35 5.74
Technology 2.24 Oct 07 3.32 0.56 28.44
Stocks/Bonds 60/40 2x Leveraged 2.02 Oct 07 -3.15 -1.62 15.18
US Stocks ESG 1.80 Oct 07 -0.20 2.73 21.26
US Stocks 1.72 Oct 07 -0.78 1.39 17.29
Diavola Portfolio Davide Pisicchio 1.70 Oct 07 0.21 0.89 18.06
Warren Buffett Portfolio Warren Buffett 1.66 Oct 07 -0.22 2.31 16.46
US Stocks Quality 1.60 Oct 07 0.04 1.50 16.32
Cape US Sector Value Robert Shiller 1.58 Oct 07 -6.19 -4.41 0.74
Dedalo Three Dedalo Invest 1.51 Oct 07 -0.98 1.22 16.54
US Stocks Momentum 1.48 Oct 07 5.87 -7.25 32.64
Berkshire Hathaway Warren Buffett 1.45 Oct 07 -1.27 -0.25 4.02
Stocks/Bonds 80/20 1.37 Oct 07 -1.10 0.50 13.14
Talmud Portfolio 2x Leveraged Roger Gibson 1.34 Oct 07 -6.96 -6.68 6.97
US Stocks Equal Weight 1.32 Oct 07 -4.83 -1.87 9.22
Simple Path to Wealth JL Collins 1.29 Oct 07 -1.19 0.27 12.11
Stocks/Bonds 40/60 2x Leveraged 1.28 Oct 07 -4.27 -4.21 6.24
Dedalo Four Dedalo Invest 1.23 Oct 07 -1.02 0.52 12.90
Cockroach Portfolio Tony Dong 1.23 Oct 07 -4.23 -2.05 -3.13
Stocks/Bonds 80/20 Momentum 1.19 Oct 07 4.42 -6.66 25.32
Pepperoni Portfolio Davide Pisicchio 1.17 Oct 07 -0.70 -0.28 11.05
US Stocks Value 1.17 Oct 07 -3.21 0.55 8.76
Dedalo Eleven Dedalo Invest 1.07 Oct 07 -1.21 0.00 12.55
All Country World Stocks 1.03 Oct 07 -1.43 0.83 14.83
Stocks/Bonds 60/40 1.03 Oct 07 -1.44 -0.43 9.06
Stocks/Bonds 60/40 ESG 1.03 Oct 07 -1.01 0.42 11.26
Stocks/Bonds 60/40 with Bitcoin 0.98 Oct 07 -1.30 0.12 9.32
Second Grader's Starter Paul Farrell 0.97 Oct 07 -1.45 0.30 13.36
Edge Select Aggressive Merrill Lynch 0.97 Oct 07 -1.32 -0.14 13.00
Capricciosa Portfolio Davide Pisicchio 0.90 Oct 07 -1.55 -0.45 7.38
Stocks/Bonds 60/40 Momentum 0.89 Oct 07 2.87 -6.00 18.12
Couch Potato Scott Burns 0.87 Oct 07 -1.64 -0.84 7.17
Emerging Markets Stocks 0.85 Oct 07 -0.34 -2.37 18.22
All Country World 80/20 0.84 Oct 07 -1.58 0.07 11.45
Edge Select Moderately Aggressive Merrill Lynch 0.84 Oct 07 -1.49 -0.56 10.26
Perfect Portfolio Ben Stein 0.80 Oct 07 -1.23 0.92 11.72
Four Funds Bogleheads 0.80 Oct 07 -1.63 -0.14 11.37
Three Funds Bogleheads 0.80 Oct 07 -1.62 -0.15 11.34
Robo Advisor 90 Value Tilt Betterment 0.78 Oct 07 -2.18 -0.80 12.30
Robo Advisor 100 Value Tilt Betterment 0.77 Oct 07 -2.29 -0.40 13.14
LifeStrategy Growth Fund Vanguard 0.77 Oct 07 -1.58 -0.14 11.33
Core Four Rick Ferri 0.73 Oct 07 -1.96 -0.64 10.53
Odd-Stats Strategy Aim Ways 0.70 Oct 07 -1.95 -1.44 4.66
In Saecula Saeculorum Fulvio Marchese 0.70 Oct 07 -2.18 -0.68 4.78
Seven Value Scott Burns 0.69 Oct 07 -2.89 0.95 5.60
Robo Advisor 80 Value Tilt Betterment 0.69 Oct 07 -2.19 -1.08 10.73
Shield Strategy Aim Ways 0.69 Oct 07 -1.99 -0.18 4.39
Late Thirties to Early Forties Burton Malkiel 0.69 Oct 07 -2.10 -1.11 11.02
Stocks/Bonds 40/60 0.69 Oct 07 -1.79 -1.40 5.05
Mid-Twenties Burton Malkiel 0.68 Oct 07 -2.00 -0.98 11.55
Four Seasons Portfolio Davide Pisicchio 0.67 Oct 07 -1.94 -0.61 4.90
Edge Select Moderate Merrill Lynch 0.66 Oct 07 -1.81 -1.31 7.12
Desert Portfolio 2x Leveraged Gyroscopic Investing 0.66 Oct 07 -5.49 -4.38 0.05
All Country World 60/40 0.65 Oct 07 -1.73 -0.72 8.09
Stocks/Bonds 40/60 ESG 0.64 Oct 07 -1.45 -0.80 6.48
Stocks/Bonds 40/60 with Bitcoin 0.63 Oct 07 -1.65 -0.84 5.29
Mid-Fifties Burton Malkiel 0.63 Oct 07 -2.39 -1.54 9.65
Six Ways from Sunday Scott Burns 0.63 Oct 07 -2.80 1.18 4.67
No Brainer Portfolio Bill Bernstein 0.61 Oct 07 -2.28 -1.79 9.88
Stocks/Bonds 40/60 Momentum 0.59 Oct 07 1.20 -5.26 11.04
LifeStrategy Moderate Growth Vanguard 0.59 Oct 07 -1.71 -0.85 7.90
Aggressive Portfolio Lyn Alden 0.58 Oct 07 -1.88 -0.22 10.62
Late Sixties and Beyond Burton Malkiel 0.56 Oct 07 -2.60 -1.88 7.76
Moderate Portfolio Lyn Alden 0.56 Oct 07 -1.90 -0.62 9.38
Sheltered Sam 100/0 Bill Bernstein 0.54 Oct 07 -3.37 -1.48 10.91
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.53 Oct 07 -2.28 -1.15 8.46
Margaritaville Scott Burns 0.53 Oct 07 -1.91 -0.77 8.65
Coward's Portfolio Bill Bernstein 0.52 Oct 07 -2.10 -1.36 7.66
Margherita Portfolio Davide Pisicchio 0.52 Oct 07 -2.07 -1.00 2.96
Desert Portfolio Gyroscopic Investing 0.51 Oct 07 -2.09 -0.70 2.22
Edge Select Moderately Conservative Merrill Lynch 0.51 Oct 07 -1.93 -1.75 4.28
Family Taxable Portfolio Ted Aronson 0.50 Oct 07 -2.41 -2.93 9.46
Desert Portfolio with Bitcoin Gyroscopic Investing 0.50 Oct 07 -1.86 -0.20 2.84
Sheltered Sam 90/10 Bill Bernstein 0.50 Oct 07 -3.19 -1.48 9.74
Dynamic 40/60 Income The Lazy Team 0.49 Oct 07 -2.05 -1.41 3.26
Sheltered Sam 80/20 Bill Bernstein 0.46 Oct 07 -3.01 -1.48 8.57
All Country World 40/60 0.46 Oct 07 -1.90 -1.54 4.75
JP Morgan Balanced Portfolio JP Morgan 0.45 Oct 07 -2.00 -0.44 7.78
Long Term Portfolio Ben Stein 0.44 Oct 07 -2.13 -0.95 10.19
Lazy Portfolio David Swensen 0.44 Oct 07 -2.55 -1.89 7.49
7Twelve Portfolio Craig Israelsen 0.44 Oct 07 -1.12 2.53 7.09
Dimensional Retirement Income Fund DFA 0.43 Oct 06 -2.44 -1.99 1.16
Tilt Toward Value Time Money Inc 0.43 Oct 07 -2.56 -1.94 6.28
Simple and Cheap Time Money Inc 0.43 Oct 07 -2.23 -1.57 6.67
All Weather Portfolio 2x Leveraged Ray Dalio 0.43 Oct 07 -6.63 -3.81 -1.66
Conservative Portfolio Lyn Alden 0.43 Oct 07 -2.58 -0.88 6.40
Sheltered Sam 70/30 Bill Bernstein 0.42 Oct 07 -2.83 -1.47 7.39
Robo Advisor 50 Value Tilt Betterment 0.42 Oct 07 -2.27 -1.82 5.81
Four Square Scott Burns 0.42 Oct 07 -1.75 -1.20 6.16
Golden Ratio Portfolio Frank Vasquez 0.41 Oct 07 -2.81 -1.46 3.36
Sandwich Portfolio Bob Clyatt 0.40 Oct 07 -2.08 -1.39 6.28
LifeStrategy Conservative Growth Vanguard 0.40 Oct 07 -1.84 -1.59 4.50
Lifepath Fund iShares 0.40 Oct 07 -2.15 -1.88 4.28
Yale Endowment David Swensen 0.40 Oct 07 -2.63 -1.89 7.46
PISI Portfolio Davide Pisicchio 0.40 Oct 07 -2.85 -1.98 1.09
Sheltered Sam 60/40 Bill Bernstein 0.38 Oct 07 -2.64 -1.47 6.21
Talmud Portfolio Roger Gibson 0.38 Oct 07 -3.20 -2.75 5.61
Andrew Tobias Portfolio Andrew Tobias 0.37 Oct 07 -1.59 0.42 8.56
Gretchen Tai Portfolio Gretchen Tai 0.36 Oct 07 -2.30 -1.67 8.85
One-Decision Portfolio Marvin Appel 0.35 Oct 07 -2.56 -2.19 4.68
Five Asset Roger Gibson 0.34 Oct 07 -1.42 2.86 8.28
Stocks/Bonds 20/80 0.34 Oct 07 -2.16 -2.40 1.10
Sheltered Sam 50/50 Bill Bernstein 0.34 Oct 07 -2.44 -1.47 5.03
Robust Alpha Architect 0.34 Oct 07 0.35 -0.90 13.13
Dynamic 60/40 Income The Lazy Team 0.33 Oct 07 -2.61 -1.81 3.95
Coffeehouse Bill Schultheis 0.32 Oct 07 -3.46 -3.30 5.17
Sheltered Sam 40/60 Bill Bernstein 0.30 Oct 07 -2.24 -1.47 3.85
Stocks/Bonds 20/80 Momentum 0.30 Oct 07 -0.60 -4.41 4.07
Edge Select Conservative Merrill Lynch 0.29 Oct 07 -1.69 -1.61 2.02
Global Market Portfolio Credit Suisse 0.29 Oct 07 -2.48 -2.88 3.92
Robo Advisor 20 Value Tilt Betterment 0.29 Oct 07 -1.43 -1.17 2.20
Gone Fishin' Portfolio Alexander Green 0.27 Oct 07 -2.88 -2.52 7.37
Big Rocks Portfolio Larry Swedroe 0.27 Oct 07 -2.48 -1.35 6.60
All Country World 20/80 0.26 Oct 07 -2.07 -2.40 1.44
Sheltered Sam 30/70 Bill Bernstein 0.26 Oct 07 -2.03 -1.46 2.66
Ideal Index Frank Armstrong 0.26 Oct 07 -2.72 -1.97 7.48
Eliminate Fat Tails Larry Swedroe 0.26 Oct 07 -1.75 -2.55 4.11
Robo Advisor 10 Value Tilt Betterment 0.26 Oct 07 -1.04 -0.77 1.10
Ivy Portfolio Mebane Faber 0.24 Oct 07 -1.12 3.66 7.89
Robo Advisor 0 Betterment 0.23 Oct 07 -0.65 -0.36 -0.02
Short Term Treasury 0.22 Oct 07 -0.55 -0.22 0.11
Sheltered Sam 20/80 Bill Bernstein 0.22 Oct 07 -1.82 -1.46 1.46
LifeStrategy Income Fund Vanguard 0.22 Oct 07 -1.99 -2.36 1.11
All Weather Portfolio Ray Dalio 0.22 Oct 07 -2.68 -1.33 1.49
Golden Butterfly 2x Leveraged Tyler 0.22 Oct 07 -7.81 -6.91 -0.13
Five Fold Scott Burns 0.22 Oct 07 -2.67 -2.24 5.48
Aggressive Global Income The Lazy Team 0.21 Oct 07 -4.22 -2.05 4.00
High Yield Bonds Income The Lazy Team 0.21 Oct 07 -3.49 -4.11 -1.57
Ulcer Free Strategy Aim Ways 0.19 Oct 07 -1.80 -2.61 1.59
All Weather Portfolio with Bitcoin Ray Dalio 0.19 Oct 07 -2.57 -1.07 1.82
Sheltered Sam 10/90 Bill Bernstein 0.18 Oct 07 -1.60 -1.46 0.27
Gold Pivot Ptf Aim Ways 0.18 Oct 07 -2.60 0.20 0.06
GAA Global Asset Allocation Mebane Faber 0.18 Oct 07 -2.25 -0.99 3.59
Rob Arnott Portfolio Rob Arnott 0.17 Oct 07 -2.08 -0.71 2.55
Aim comfortable trip Aim Ways 0.16 Oct 07 -2.40 -0.45 3.18
Larry Portfolio Larry Swedroe 0.15 Oct 07 -2.52 -2.52 1.77
Sheltered Sam 0/100 Bill Bernstein 0.14 Oct 07 -1.37 -1.45 -0.93
Total Bond Developed World ex-US 0.13 Oct 07 -1.18 -2.51 -1.04
Simplified Permanent Portfolio The Lazy Team 0.12 Oct 07 -3.50 -1.11 -1.21
Golden Butterfly Tyler 0.11 Oct 07 -3.86 -2.22 1.07
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.11 Oct 07 -6.75 -3.23 -4.71
Pinwheel Tyler 0.10 Oct 07 -3.13 -1.64 5.53
Golden Butterfly with Bitcoin Tyler 0.10 Oct 07 -3.64 -1.75 1.67
US Cash 0.08 Oct 07 0.28 0.90 1.79
All Country World Bonds 0.07 Oct 07 -2.25 -3.29 -1.86
Nano Portfolio John Wasik 0.07 Oct 07 -3.11 -2.28 4.59
US Inflation Protection 0.03 Oct 07 -2.60 -3.29 -2.50
Conservative Income Charles Schwab 0.02 Oct 07 -1.99 -2.34 -1.02
Simple Money Portfolio Tim Maurer 0.01 Oct 07 -2.92 -1.03 5.43
Ultimate Buy&Hold FundAdvice 0.00 Oct 07 -2.62 -1.36 5.90
Developed World ex-US 20/80 0.00 Oct 07 -1.58 -2.10 1.43
Total Bond US 0.00 Oct 07 -2.55 -3.45 -2.78
Permanent Portfolio Harry Browne -0.02 Oct 07 -3.07 -0.85 -0.56
Permanent Portfolio with Bitcoin Harry Browne -0.04 Oct 07 -2.84 -0.35 0.03
Ultimate Buy and Hold Strategy Paul Merriman -0.04 Oct 07 -3.25 -1.21 10.80
10-year Treasury -0.04 Oct 07 -3.35 -4.58 -4.51
Developed World ex-US 40/60 Momentum -0.13 Oct 07 -1.18 -2.00 3.72
Developed World ex-US 40/60 -0.13 Oct 07 -1.95 -1.71 3.88
Marc Faber Portfolio Marc Faber -0.21 Oct 07 -4.13 -1.56 0.82
Paul Boyer Portfolio Paul Boyer -0.23 Oct 07 -3.85 -2.99 -1.41
Developed World ex-US 60/40 Momentum -0.25 Oct 07 -1.18 -1.76 6.10
Developed World ex-US 60/40 -0.26 Oct 07 -2.30 -1.34 6.29
Ark Tech Portfolio Cathie Wood -0.26 Oct 07 6.09 11.54 44.14
Developed World ex-US 80/20 -0.38 Oct 07 -2.62 -0.99 8.68
Developed World ex-US Stocks Momentum -0.50 Oct 07 -1.18 -1.31 10.85
Developed World ex-US Stocks -0.51 Oct 07 -2.93 -0.65 11.04
Weird Portfolio Value Stock Geek -0.59 Oct 07 -5.37 -3.21 0.17
Gold -1.16 Oct 07 -6.75 3.38 -11.49
European Stocks -1.47 Oct 07 -5.07 -1.72 7.00