Value Stock Geek Weird Portfolio To EUR: Rolling Returns

Time Period: from January 1972 to November 2024 (~53 years)
Rebalancing: at every Jan 1st
Currency: EUR
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When holding the Value Stock Geek Weird Portfolio To EUR, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~53 years), the longest duration with a negative return was 90 months (from March 1985 to August 1992).

This indicates that, within the same timeframe, any rolling period of 91 months or more has consistently resulted in a positive return.

Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.

Previous vs subsequent Returns

Is there a correlation between past and future returns over all 10-year rolling periods?

The following chart illustrates the relationship between past returns (x-axis) and subsequent returns (y-axis).

Data points are aggregated to show occurrences, and you can zoom in by clicking or drawing over the desired area.

VALUE STOCK GEEK WEIRD PORTFOLIO TO EUR
Previous vs Next Returns - 10 Years annualized
Time Period: 1 December 1994 - 30 November 2024 (30 Years)
Time Period: 1 January 1972 - 30 November 2024 (~53 years)

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As of Nov 30, 2024, the annualized return of the previous 10 years has been 7.00%.

Rolling Returns

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

VALUE STOCK GEEK WEIRD PORTFOLIO TO EUR
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 December 1994 - 30 November 2024 (30 Years)
Time Period: 1 January 1972 - 30 November 2024 (~53 years)
Euro Inflation Adjusted:

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Rolling Period Analysis

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

VALUE STOCK GEEK WEIRD PORTFOLIO TO EUR
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1972 - 30 November 2024 (~53 years)
Euro Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-22.68%
Apr 2002 - Mar 2003
+9.48% +64.63%
Aug 1982 - Jul 1983
25.32%
158 out of 624
-25.16%
Nov 1989 - Oct 1990
+7.16% +60.05%
Aug 1982 - Jul 1983
30.93%
193 out of 624
-12.55%
Apr 2007 - Mar 2009
+9.77% +43.31%
Dec 1978 - Nov 1980
14.71%
90 out of 612
-14.33%
Apr 2007 - Mar 2009
+6.98% +36.22%
Dec 1978 - Nov 1980
22.39%
137 out of 612
-7.08%
Apr 2006 - Mar 2009
+9.14% +33.51%
Jul 1982 - Jun 1985
9.50%
57 out of 600
-9.46%
Sep 1989 - Aug 1992
+7.09% +30.28%
Jul 1982 - Jun 1985
18.83%
113 out of 600
-3.21%
Nov 1986 - Oct 1990
+8.81% +30.70%
Dec 1978 - Nov 1982
2.21%
13 out of 588
-5.54%
Nov 1986 - Oct 1990
+6.31% +24.38%
Aug 1979 - Jul 1983
9.18%
54 out of 588
-1.15%
Nov 1985 - Oct 1990
+8.15% +31.06%
Dec 1978 - Nov 1983
1.56%
9 out of 576
-3.88%
Sep 1987 - Aug 1992
+5.78% +24.84%
Dec 1978 - Nov 1983
5.73%
33 out of 576
-0.74%
Feb 1985 - Jan 1991
+8.35% +29.08%
Dec 1978 - Nov 1984
0.53%
3 out of 564
-2.53%
Sep 1986 - Aug 1992
+5.99% +23.53%
Dec 1978 - Nov 1984
4.26%
24 out of 564
+0.00%
Apr 2002 - Mar 2009
+8.53% +26.90%
Mar 1978 - Feb 1985
0.00%
0 out of 552
-2.03%
Apr 2002 - Mar 2009
+6.61% +21.81%
Mar 1978 - Feb 1985
3.08%
17 out of 552
+1.07%
Jul 2001 - Jun 2009
+8.69% +23.79%
Mar 1977 - Feb 1985
0.00%
0 out of 540
-0.98%
Apr 2001 - Mar 2009
+6.67% +19.01%
Mar 1977 - Feb 1985
1.67%
9 out of 540
+1.97%
Apr 2000 - Mar 2009
+8.46% +22.77%
Jan 1975 - Dec 1983
0.00%
0 out of 528
-0.42%
Apr 1986 - Mar 1995
+6.53% +17.76%
Jun 1976 - May 1985
0.38%
2 out of 528
+2.54%
Mar 1985 - Feb 1995
+8.55% +22.72%
Mar 1975 - Feb 1985
0.00%
0 out of 516
+0.17%
Apr 1985 - Mar 1995
+6.69% +17.86%
Mar 1975 - Feb 1985
0.00%
0 out of 516
+2.97%
Apr 1998 - Mar 2009
+8.49% +20.90%
Sep 1974 - Aug 1985
0.00%
0 out of 504
+0.94%
Apr 1998 - Mar 2009
+6.45% +16.19%
Sep 1974 - Aug 1985
0.00%
0 out of 504
+4.32%
Aug 1997 - Jul 2009
+8.46% +19.70%
Sep 1973 - Aug 1985
0.00%
0 out of 492
+2.37%
Aug 1997 - Jul 2009
+6.20% +15.21%
Nov 1974 - Oct 1986
0.00%
0 out of 492
+5.50%
Sep 1985 - Aug 1998
+8.28% +19.44%
Mar 1972 - Feb 1985
0.00%
0 out of 480
+3.15%
Sep 1985 - Aug 1998
+6.12% +14.37%
Oct 1974 - Sep 1987
0.00%
0 out of 480
+5.41%
Mar 1985 - Feb 1999
+8.23% +17.93%
Jan 1972 - Dec 1985
0.00%
0 out of 468
+3.18%
Jun 1989 - May 2003
+6.09% +13.25%
Oct 1973 - Sep 1987
0.00%
0 out of 468
+4.98%
Mar 1994 - Feb 2009
+8.26% +16.79%
Jan 1972 - Dec 1986
0.00%
0 out of 456
+2.93%
Mar 1994 - Feb 2009
+6.12% +12.81%
Sep 1974 - Aug 1989
0.00%
0 out of 456
+5.52%
Aug 1993 - Jul 2009
+8.25% +15.89%
Sep 1973 - Aug 1989
0.00%
0 out of 444
+3.19%
Apr 1987 - Mar 2003
+6.19% +11.98%
Sep 1973 - Aug 1989
0.00%
0 out of 444
+5.14%
Apr 1986 - Mar 2003
+8.29% +15.20%
Feb 1972 - Jan 1989
0.00%
0 out of 432
+2.80%
Apr 1986 - Mar 2003
+6.25% +10.99%
Feb 1972 - Jan 1989
0.00%
0 out of 432
+5.09%
Mar 1985 - Feb 2003
+8.28% +14.73%
Jan 1972 - Dec 1989
0.00%
0 out of 420
+2.88%
Mar 1985 - Feb 2003
+6.21% +10.56%
Jan 1972 - Dec 1989
0.00%
0 out of 420
+5.48%
Jun 1985 - May 2004
+8.13% +14.45%
Jan 1975 - Dec 1993
0.00%
0 out of 408
+3.24%
Jun 1985 - May 2004
+6.09% +10.78%
Jan 1975 - Dec 1993
0.00%
0 out of 408
+5.45%
Jul 1989 - Jun 2009
+8.09% +13.81%
Nov 1973 - Oct 1993
0.00%
0 out of 396
+3.01%
Jul 1989 - Jun 2009
+6.06% +9.93%
Nov 1973 - Oct 1993
0.00%
0 out of 396
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