Ben Stein Long Term vs Warren Buffett Portfolio Comparison

Period: January 1976 - September 2024 (~49 years)
Consolidated Returns as of 30 September 2024
Rebalancing: at every Jan 1st
Currency: USD
(Change Settings)
The minimum date range must be at least 12 months. 'Date To' cannot be beyond September 2024.
Reset settings
Close
Ben Stein Long Term Portfolio
1.00$
Initial Capital
October 1994
9.49$
Final Capital
September 2024
7.79%
Yearly Return
12.43
Std Deviation
-45.92%
Max Drawdown
42 months
Recovery Period
Warren Buffett Portfolio
1.00$
Initial Capital
October 1994
18.82$
Final Capital
September 2024
10.28%
Yearly Return
13.65
Std Deviation
-45.52%
Max Drawdown
42 months
Recovery Period
Ben Stein Long Term Portfolio
1.00$
Initial Capital
January 1976
119.14$
Final Capital
September 2024
10.30%
Yearly Return
12.16
Std Deviation
-45.92%
Max Drawdown
42 months
Recovery Period
Warren Buffett Portfolio
1.00$
Initial Capital
January 1976
183.50$
Final Capital
September 2024
11.28%
Yearly Return
13.61
Std Deviation
-45.52%
Max Drawdown
42 months
Recovery Period

The Ben Stein Long Term Portfolio obtained a 7.79% compound annual return, with a 12.43% standard deviation, in the last 30 Years.

The Warren Buffett Portfolio obtained a 10.28% compound annual return, with a 13.65% standard deviation, in the last 30 Years.

Returns as of Sep 30, 2024

The portfolios guaranteed the following returns.

RETURN COMPARISON
Period: 1 January 1976 - 30 September 2024 (~49 years)
Swipe left to see all data
Return (%) as of Sep 30, 2024
YTD
(9M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~49Y)
Long Term Portfolio
Ben Stein 		12.98 1.86 8.08 24.52 8.83 7.55 7.79 10.30
Warren Buffett Portfolio
Warren Buffett 		20.10 1.97 9.90 33.43 14.52 12.13 10.28 11.28
Return over 1 year are annualized.

Capital Growth as of Sep 30, 2024

Ben Stein Long Term Portfolio: an investment of 1$, since October 1994, now would be worth 9.49$, with a total return of 849.14% (7.79% annualized).

Warren Buffett Portfolio: an investment of 1$, since October 1994, now would be worth 18.82$, with a total return of 1781.64% (10.28% annualized).


Loading data
Please wait
Ben Stein Long Term Portfolio: an investment of 1$, since January 1976, now would be worth 119.14$, with a total return of 11814.09% (10.30% annualized).

Warren Buffett Portfolio: an investment of 1$, since January 1976, now would be worth 183.50$, with a total return of 18249.57% (11.28% annualized).


Loading data
Please wait

Metrics as of Sep 30, 2024

The following metrics, updated as of 30 September 2024, provide an overview of performance and risk.

METRIC COMPARISON
Period: 1 October 2023 - 30 September 2024 (1 year)
Period: 1 October 2019 - 30 September 2024 (5 years)
Period: 1 October 2014 - 30 September 2024 (10 years)
Period: 1 October 1994 - 30 September 2024 (30 years)
Period: 1 January 1976 - 30 September 2024 (~49 years)
Swipe left to see all data
Long Term Portfolio Warren Buffett Portfolio
Author Ben Stein Warren Buffett
ASSET ALLOCATION
Stocks 80% 90%
Fixed Income 20% 10%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 24.52 33.43
Infl. Adjusted Return (%) 21.81 30.53
DRAWDOWN
Deepest Drawdown Depth (%) -3.34 -3.67
Start to Recovery (months) 2 2
Longest Drawdown Depth (%) -2.59 -1.93
Start to Recovery (months) 2 2
Longest Negative Period (months) 2 2
RISK INDICATORS
Standard Deviation (%) 10.33 10.57
Sharpe Ratio 1.85 2.66
Sortino Ratio 2.52 3.62
Ulcer Index 1.22 1.15
Ratio: Return / Standard Deviation 2.37 3.16
Ratio: Return / Deepest Drawdown 7.35 9.12
Metrics calculated over the period 1 October 2023 - 30 September 2024
Swipe left to see all data
Long Term Portfolio Warren Buffett Portfolio
Author Ben Stein Warren Buffett
ASSET ALLOCATION
Stocks 80% 90%
Fixed Income 20% 10%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 8.83 14.52
Infl. Adjusted Return (%) 4.51 9.97
DRAWDOWN
Deepest Drawdown Depth (%) -20.52 -23.08
Start to Recovery (months) 26 24
Longest Drawdown Depth (%) -20.52 -23.08
Start to Recovery (months) 26 24
Longest Negative Period (months) 32 28
RISK INDICATORS
Standard Deviation (%) 14.23 16.27
Sharpe Ratio 0.47 0.76
Sortino Ratio 0.61 0.99
Ulcer Index 7.62 8.32
Ratio: Return / Standard Deviation 0.62 0.89
Ratio: Return / Deepest Drawdown 0.43 0.63
Metrics calculated over the period 1 October 2019 - 30 September 2024
Swipe left to see all data
Long Term Portfolio Warren Buffett Portfolio
Author Ben Stein Warren Buffett
ASSET ALLOCATION
Stocks 80% 90%
Fixed Income 20% 10%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 7.55 12.13
Infl. Adjusted Return (%) 4.58 9.04
DRAWDOWN
Deepest Drawdown Depth (%) -20.52 -23.08
Start to Recovery (months) 26 24
Longest Drawdown Depth (%) -20.52 -23.08
Start to Recovery (months) 26 24
Longest Negative Period (months) 34 28
RISK INDICATORS
Standard Deviation (%) 11.96 13.77
Sharpe Ratio 0.51 0.77
Sortino Ratio 0.67 1.03
Ulcer Index 5.91 6.30
Ratio: Return / Standard Deviation 0.63 0.88
Ratio: Return / Deepest Drawdown 0.37 0.53
Metrics calculated over the period 1 October 2014 - 30 September 2024
Swipe left to see all data
Long Term Portfolio Warren Buffett Portfolio
Author Ben Stein Warren Buffett
ASSET ALLOCATION
Stocks 80% 90%
Fixed Income 20% 10%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 7.79 10.28
Infl. Adjusted Return (%) 5.15 7.58
DRAWDOWN
Deepest Drawdown Depth (%) -45.92 -45.52
Start to Recovery (months) 42 42
Longest Drawdown Depth (%) -45.92 -39.67
Start to Recovery (months) 42 73
Longest Negative Period (months) 110 132
RISK INDICATORS
Standard Deviation (%) 12.43 13.65
Sharpe Ratio 0.44 0.59
Sortino Ratio 0.57 0.77
Ulcer Index 9.47 12.59
Ratio: Return / Standard Deviation 0.63 0.75
Ratio: Return / Deepest Drawdown 0.17 0.23
Metrics calculated over the period 1 October 1994 - 30 September 2024
Swipe left to see all data
Long Term Portfolio Warren Buffett Portfolio
Author Ben Stein Warren Buffett
ASSET ALLOCATION
Stocks 80% 90%
Fixed Income 20% 10%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 10.30 11.28
Infl. Adjusted Return (%) 6.45 7.40
DRAWDOWN
Deepest Drawdown Depth (%) -45.92 -45.52
Start to Recovery (months) 42 42
Longest Drawdown Depth (%) -45.92 -39.67
Start to Recovery (months) 42 73
Longest Negative Period (months) 110 132
RISK INDICATORS
Standard Deviation (%) 12.16 13.61
Sharpe Ratio 0.50 0.52
Sortino Ratio 0.65 0.69
Ulcer Index 7.88 10.56
Ratio: Return / Standard Deviation 0.85 0.83
Ratio: Return / Deepest Drawdown 0.22 0.25
Metrics calculated over the period 1 January 1976 - 30 September 2024

Drawdowns

DRAWDOWN COMPARISON
Period: 1 October 1994 - 30 September 2024 (30 years)
Period: 1 January 1976 - 30 September 2024 (~49 years)

Loading data
Please wait
Swipe left to see all data
Long Term Portfolio Warren Buffett Portfolio
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-45.92 42 Nov 2007
Apr 2011
-45.52 42 Nov 2007
Apr 2011
-39.67 73 Sep 2000
Sep 2006
-23.11 39 Sep 2000
Nov 2003
-23.08 24 Jan 2022
Dec 2023
-20.52 26 Jan 2022
Feb 2024
-19.33 11 Jan 2020
Nov 2020
-17.49 6 Feb 2020
Jul 2020
-16.94 19 May 2011
Nov 2012
-15.80 11 May 1998
Mar 1999
-15.04 10 May 2011
Feb 2012
-13.83 5 Jul 1998
Nov 1998
-12.09 7 Oct 2018
Apr 2019
-10.70 8 Sep 2018
Apr 2019
-9.84 14 Jun 2015
Jul 2016

Loading data
Please wait
Swipe left to see all data
Long Term Portfolio Warren Buffett Portfolio
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-45.92 42 Nov 2007
Apr 2011
-45.52 42 Nov 2007
Apr 2011
-39.67 73 Sep 2000
Sep 2006
-27.35 21 Sep 1987
May 1989
-23.11 39 Sep 2000
Nov 2003
-23.08 24 Jan 2022
Dec 2023
-20.52 26 Jan 2022
Feb 2024
-20.11 17 Sep 1987
Jan 1989
-19.33 11 Jan 2020
Nov 2020
-17.49 6 Feb 2020
Jul 2020
-16.94 19 May 2011
Nov 2012
-15.80 11 May 1998
Mar 1999
-15.40 14 Jan 1990
Feb 1991
-15.04 10 May 2011
Feb 2012
-13.83 5 Jul 1998
Nov 1998

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
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1976 - 30 September 2024 (~49 years)


Head To Head (Ptf 1 vs Ptf 2):
US Inflation Adjusted:

Loading data
Please wait

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.
Swipe left to see all data
Long Term Portfolio Warren Buffett Portfolio
Year Return Drawdown Return Drawdown
2024
 12.98% -3.34% 20.10% -3.67%
2023
 16.02% -8.92% 24.86% -7.55%
2022
 -14.26% -20.52% -18.29% -23.08%
2021
 16.72% -3.20% 24.59% -4.32%
2020
 9.40% -19.33% 19.19% -17.49%
2019
 21.13% -4.75% 28.46% -5.73%
2018
 -7.39% -10.70% -3.84% -12.09%
2017
 16.88% 0.00% 19.83% 0.00%
2016
 9.22% -4.80% 10.69% -4.87%
2015
 -2.18% -8.57% 0.96% -7.73%
2014
 5.91% -3.45% 12.08% -2.97%
2013
 18.10% -2.66% 29.44% -2.62%
2012
 14.19% -7.09% 14.59% -6.10%
2011
 -3.35% -16.94% 1.43% -15.04%
2010
 13.80% -10.43% 14.55% -11.71%
2009
 26.25% -17.28% 24.66% -16.03%
2008
 -30.51% -33.62% -32.35% -33.45%
2007
 5.66% -5.92% 6.30% -4.37%
2006
 19.42% -3.62% 14.32% -2.48%
2005
 10.21% -3.30% 5.58% -3.97%
2004
 15.66% -4.29% 9.73% -2.96%
2003
 30.79% -3.98% 25.87% -3.66%
2002
 -10.67% -17.62% -19.13% -24.82%
2001
 -4.80% -15.85% -10.04% -20.31%
2000
 -2.79% -8.99% -7.27% -11.55%
1999
 21.76% -2.43% 19.15% -5.59%
1998
 7.54% -15.80% 26.49% -13.83%
1997
 13.81% -4.54% 30.52% -5.15%
1996
 15.37% -3.55% 21.03% -3.99%
1995
 16.95% -1.90% 34.91% -0.25%
1994
 -0.18% -6.15% 1.01% -6.47%
1993
 23.87% -3.66% 9.53% -2.10%
1992
 3.67% -3.34% 7.36% -2.36%
1991
 31.77% -4.13% 28.35% -4.14%
1990
 -8.84% -15.40% -2.00% -12.77%
1989
 25.31% -2.86% 29.38% -2.30%
1988
 19.53% -2.49% 15.17% -3.40%
1987
 2.59% -20.11% 4.71% -27.35%
1986
 22.75% -4.06% 17.29% -7.59%
1985
 30.54% -2.54% 29.49% -3.46%
1984
 8.43% -3.82% 6.99% -6.07%
1983
 22.02% -2.01% 19.96% -3.02%
1982
 10.55% -11.34% 21.09% -7.70%
1981
 1.38% -8.32% -3.26% -10.93%
1980
 22.39% -9.78% 29.60% -8.82%
1979
 19.59% -7.08% 17.05% -6.17%
1978
 14.86% -7.96% 5.62% -8.58%
1977
 8.12% -1.77% -6.77% -10.10%
1976
 20.36% -2.40% 22.58% -1.97%