Cathie Wood Ark Tech Portfolio vs Warren Buffett Portfolio Portfolio Comparison

Simulation Settings

Period: November 2014 - January 2026 (~11 years)
Consolidated Returns as of 31 January 2026

Initial Amount: 1$

Rebalancing: at every Jan 1^st

Currency: USD

Inflation: US

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Results

All Data
(2014/11 - 2026/01)

Inflation Adjusted:

Cathie Wood Ark Tech Portfolio

1.00$
Invested Capital
November 2014
4.94$
Final Capital
January 2026
15.26%
Yearly Return
31.41%
Std Deviation
-69.47%
Max Drawdown
60months*
Recovery Period
* in progress

1.00$
Invested Capital
November 2014
3.60$
Final Capital
January 2026
12.05%
Yearly Return
31.41%
Std Deviation
-73.18%
Max Drawdown
60months*
Recovery Period
* in progress

Warren Buffett Portfolio

1.00$
Invested Capital
November 2014
3.72$
Final Capital
January 2026
12.39%
Yearly Return
13.42%
Std Deviation
-23.08%
Max Drawdown
24months
Recovery Period

1.00$
Invested Capital
November 2014
2.71$
Final Capital
January 2026
9.26%
Yearly Return
13.42%
Std Deviation
-27.11%
Max Drawdown
27months
Recovery Period

As of January 2026, over the analyzed timeframe, the Cathie Wood Ark Tech Portfolio obtained a 15.26% compound annual return, with a 31.41% standard deviation. It suffered a maximum drawdown of -69.47% which has been ongoing for 60 months and is still in progress.

As of January 2026, over the analyzed timeframe, the Warren Buffett Portfolio obtained a 12.39% compound annual return, with a 13.42% standard deviation. It suffered a maximum drawdown of -23.08% that required 24 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.

Cathie Wood Ark Tech Portfolio

Weight (%)	Ticker	Name
25.00	ARKG	ARK Genomic Revolution ETF
25.00	ARKK	ARK Innovation ETF
25.00	ARKQ	ARK Autonomous Technology & Robotics ETF
25.00	ARKW	ARK Next Generation Internet ETF

Warren Buffett Portfolio

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

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Portfolio Returns as of Jan 31, 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

All Data
(2014/11 - 2026/01)

Inflation Adjusted:

Swipe left to see all data

	Initial Amount $	Final Amount $	Total Return (%)	Annualized (%)
Ark Tech Portfolio Cathie Wood	1 $	4.94 $	394.24%	15.26%
Warren Buffett Portfolio Warren Buffett	1 $	3.72 $	272.10%	12.39%
	Nov 2014	Jan 2026

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	Initial Amount $	Final Amount $	Total Return (%)	Annualized (%)
Ark Tech Portfolio Cathie Wood	1 $	3.60 $	259.83%	12.05%
Warren Buffett Portfolio Warren Buffett	1 $	2.71 $	170.91%	9.26%
	Nov 2014	Jan 2026

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		Return (%) as of Jan 31, 2026
		YTD (1M)	1M	6M	1Y	5Y	10Y	MAX (~11Y)
	Ark Tech Portfolio Cathie Wood	0.78	0.78	8.84	24.44	-5.68	19.13	15.26
	Warren Buffett Portfolio Warren Buffett	1.05	1.05	8.93	14.88	13.23	14.24	12.39
Returns over 1 year are annualized.

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Portfolio Metrics as of Jan 31, 2026

The following metrics, updated as of 31 January 2026, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON

Period: 1 February 2025 - 31 January 2026 (1 year)

Period: 1 February 2021 - 31 January 2026 (5 years)

Period: 1 February 2016 - 31 January 2026 (10 years)

Period: 1 November 2014 - 31 January 2026 (~11 years)

1 Year

5 Years

10 Years

All (2014/11 - 2026/01)

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	Ark Tech Portfolio	Warren Buffett Portfolio
Author	Cathie Wood	Warren Buffett
ASSET ALLOCATION
Stocks	100%	90%
Fixed Income	0%	10%
Commodities	0%	0%
PERFORMANCES
Annualized Return (%)	24.44	14.88
Infl. Adjusted (%)	21.79	12.44
DRAWDOWN
Deepest Drawdown Depth (%)	-21.92	-6.82
Start to Recovery (months)	5	5
Longest Drawdown Depth (%)	-21.92	-6.82
Start to Recovery (months)	5	5
Longest Negative Period (months)	4	4
RISK INDICATORS
Standard Deviation (%)	32.27	9.62
Sharpe Ratio	0.63	1.12
Sortino Ratio	0.87	1.50
Ulcer Index	9.85	2.64
Ratio: Return / Standard Deviation	0.76	1.55
Ratio: Return / Deepest Drawdown	1.11	2.18
Metrics calculated over the period 1 February 2025 - 31 January 2026

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	Ark Tech Portfolio	Warren Buffett Portfolio
Author	Cathie Wood	Warren Buffett
ASSET ALLOCATION
Stocks	100%	90%
Fixed Income	0%	10%
Commodities	0%	0%
PERFORMANCES
Annualized Return (%)	-5.68	13.23
Infl. Adjusted (%)	-9.69	8.42
DRAWDOWN
Deepest Drawdown Depth (%)	-69.47	-23.08
Start to Recovery (months)	60*	24
Longest Drawdown Depth (%)	-69.47	-23.08
Start to Recovery (months)	60*	24
Longest Negative Period (months)	60*	28
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%)	35.71	13.70
Sharpe Ratio	-0.25	0.74
Sortino Ratio	-0.37	0.96
Ulcer Index	47.70	7.92
Ratio: Return / Standard Deviation	-0.16	0.97
Ratio: Return / Deepest Drawdown	-0.08	0.57
Metrics calculated over the period 1 February 2021 - 31 January 2026

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	Ark Tech Portfolio	Warren Buffett Portfolio
Author	Cathie Wood	Warren Buffett
ASSET ALLOCATION
Stocks	100%	90%
Fixed Income	0%	10%
Commodities	0%	0%
PERFORMANCES
Annualized Return (%)	19.13	14.24
Infl. Adjusted (%)	15.42	10.68
DRAWDOWN
Deepest Drawdown Depth (%)	-69.47	-23.08
Start to Recovery (months)	60*	24
Longest Drawdown Depth (%)	-69.47	-23.08
Start to Recovery (months)	60*	24
Longest Negative Period (months)	62	28
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%)	32.34	13.57
Sharpe Ratio	0.53	0.90
Sortino Ratio	0.76	1.18
Ulcer Index	34.09	6.22
Ratio: Return / Standard Deviation	0.59	1.05
Ratio: Return / Deepest Drawdown	0.28	0.62
Metrics calculated over the period 1 February 2016 - 31 January 2026

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	Ark Tech Portfolio	Warren Buffett Portfolio
Author	Cathie Wood	Warren Buffett
ASSET ALLOCATION
Stocks	100%	90%
Fixed Income	0%	10%
Commodities	0%	0%
PERFORMANCES
Annualized Return (%)	15.26	12.39
Infl. Adjusted (%)	12.05	9.26
DRAWDOWN
Deepest Drawdown Depth (%)	-69.47	-23.08
Start to Recovery (months)	60*	24
Longest Drawdown Depth (%)	-69.47	-23.08
Start to Recovery (months)	60*	24
Longest Negative Period (months)	62	28
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%)	31.41	13.42
Sharpe Ratio	0.43	0.79
Sortino Ratio	0.62	1.05
Ulcer Index	32.35	6.00
Ratio: Return / Standard Deviation	0.49	0.92
Ratio: Return / Deepest Drawdown	0.22	0.54
Metrics calculated over the period 1 November 2014 - 31 January 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 February 2016 - 31 January 2026 (10 years)

Period: 1 November 2014 - 31 January 2026 (~11 years)

Chart Table

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Ark Tech Portfolio			Warren Buffett Portfolio
Drawdown (%)	Recovery (#Months)	From To	Drawdown (%)	Recovery (#Months)	From To
-69.47	60*	Feb 2021 In progress
			-23.08	24	Jan 2022 Dec 2023
-22.61	15	Sep 2018 Nov 2019
-21.33	16	Jun 2015 Sep 2016
			-17.49	6	Feb 2020 Jul 2020
-13.20	2	Mar 2020 Apr 2020
			-12.09	7	Oct 2018 Apr 2019
-8.95	4	Oct 2016 Jan 2017
			-7.73	10	Aug 2015 May 2016
			-6.82	5	Feb 2025 Jun 2025
-6.27	4	Feb 2018 May 2018
			-5.73	2	May 2019 Jun 2019
			-5.54	3	Sep 2020 Nov 2020
			-5.47	6	Feb 2018 Jul 2018
			-4.32	2	Sep 2021 Oct 2021

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 November 2014 - 31 January 2026 (~11 years)

Rolling Period:

Ark Tech Portfolio
Warren Buffett Portfolio

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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	Ark Tech Portfolio		Warren Buffett Portfolio
Year	Return (%)	Drawdown (%)	Return (%)	Drawdown (%)
2026	0.78	0.00	1.05	0.00
2025	36.57	-21.92	16.79	-6.82
2024	14.08	-13.99	23.12	-3.67
2023	55.71	-27.76	24.86	-7.55
2022	-58.78	-58.78	-18.29	-23.08
2021	-18.06	-25.95	24.59	-4.32
2020	149.52	-13.20	19.19	-17.49
2019	35.21	-12.62	28.46	-5.73
2018	-0.07	-22.61	-3.84	-12.09
2017	68.38	0.00	19.83	0.00
2016	0.39	-18.29	10.69	-4.87
2015	3.87	-13.66	0.96	-7.73

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Table of contents

Resources & Extras

Asset Allocations and ETFs

Portfolio Returns as of Jan 31, 2026

Portfolio Metrics as of Jan 31, 2026

Drawdowns

Rolling Returns

Yearly Returns