Ben Stein Perfect vs Scott Burns Couch Potato Portfolio Comparison

Last Update: 29 February 2024

The Ben Stein Perfect Portfolio obtained a 7.41% compound annual return, with a 12.35% standard deviation, in the last 30 Years.

The Scott Burns Couch Potato Portfolio obtained a 8.04% compound annual return, with a 8.75% standard deviation, in the last 30 Years.

Summary

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Ben Stein Perfect Portfolio Scott Burns Couch Potato Portfolio
Portfolio Risk Very High Medium
Asset Allocation Stocks 80% 50%
Fixed Income 20% 50%
Commodities 0% 0%
30 Years Stats Return +7.41% +8.04%
Std Dev 12.35% 8.75%
Max Drawdown -44.81% -27.04%
All time Stats
(Since Jan 1985)
Return +9.41% +9.33%
Std Dev 12.44% 9.09%
Max Drawdown -44.81% -27.04%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Ben Stein Perfect Portfolio +3.46 +8.46 +16.81 +8.81 +7.22 +7.41 +9.41
Scott Burns Couch Potato Portfolio +2.14 +7.83 +15.05 +8.17 +6.96 +8.04 +9.33
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Ben Stein Perfect Portfolio: an investment of 1$, since March 1994, now would be worth 8.53$, with a total return of 752.59% (7.41% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1$, since March 1994, now would be worth 10.17$, with a total return of 917.34% (8.04% annualized).

Ben Stein Perfect Portfolio: an investment of 1$, since January 1985, now would be worth 33.86$, with a total return of 3285.75% (9.41% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1$, since January 1985, now would be worth 32.87$, with a total return of 3187.35% (9.33% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Ben Stein Perfect Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-44.81% Nov 2007 Feb 2009 (16) Dec 2012 (62) 18.11
-31.02% Apr 2000 Sep 2002 (30) Nov 2004 (56) 16.05
-27.04% Nov 2007 Feb 2009 (16) Apr 2010 (30) 11.90
-19.77% Jan 2022 Sep 2022 (9) In progress (26) 10.88
-18.62% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.68
-18.32% Jan 2022 Sep 2022 (9) Jul 2023 (19) 8.72
-15.07% May 1998 Aug 1998 (4) Dec 1998 (8) 6.89
-11.03% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.47
-10.87% May 2015 Feb 2016 (10) Sep 2016 (17) 5.37
-10.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.92
-10.30% Sep 2000 Sep 2002 (25) May 2003 (33) 5.99
-8.06% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.64
-8.06% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.72
-7.69% Aug 2023 Oct 2023 (3) Dec 2023 (5) 4.00
-6.25% May 2011 Sep 2011 (5) Dec 2011 (8) 2.31
-6.09% May 2010 Jun 2010 (2) Sep 2010 (5) 3.68
-6.07% Mar 1994 Jun 1994 (4) Feb 1995 (12) 3.51
-5.47% Mar 2015 Sep 2015 (7) Apr 2016 (14) 2.66
-5.36% Sep 1994 Jan 1995 (5) Apr 1995 (8) 3.21
-5.20% Aug 1997 Oct 1997 (3) Feb 1998 (7) 3.34

Drawdown comparison chart since January 1985.

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Ben Stein Perfect Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-44.81% Nov 2007 Feb 2009 (16) Dec 2012 (62) 18.11
-31.02% Apr 2000 Sep 2002 (30) Nov 2004 (56) 16.05
-27.04% Nov 2007 Feb 2009 (16) Apr 2010 (30) 11.90
-21.48% Sep 1987 Nov 1987 (3) Jan 1989 (17) 10.79
-19.77% Jan 2022 Sep 2022 (9) In progress (26) 10.88
-18.62% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.68
-18.32% Jan 2022 Sep 2022 (9) Jul 2023 (19) 8.72
-16.03% Sep 1987 Nov 1987 (3) Jan 1989 (17) 7.17
-15.07% May 1998 Aug 1998 (4) Dec 1998 (8) 6.89
-14.67% Aug 1990 Sep 1990 (2) Feb 1991 (7) 8.53
-11.03% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.47
-10.87% May 2015 Feb 2016 (10) Sep 2016 (17) 5.37
-10.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.92
-10.30% Sep 2000 Sep 2002 (25) May 2003 (33) 5.99
-8.78% Feb 1994 Jun 1994 (5) Mar 1995 (14) 5.58
-8.06% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.64
-8.06% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.72
-7.76% Jan 1990 Apr 1990 (4) Jul 1990 (7) 4.20
-7.69% Aug 2023 Oct 2023 (3) Dec 2023 (5) 4.00
-7.58% Aug 1990 Sep 1990 (2) Jan 1991 (6) 4.62

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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Year Return Drawdown Return Drawdown
2024
+3.09%
-0.36%
+2.88%
0.00%
2023
+16.55%
-7.69%
+14.66%
-6.50%
2022
-11.28%
-18.32%
-16.31%
-19.77%
2021
+16.52%
-2.88%
+15.67%
-2.76%
2020
+10.46%
-18.62%
+15.93%
-10.72%
2019
+21.12%
-5.02%
+19.51%
-2.63%
2018
-7.36%
-11.03%
-3.32%
-8.06%
2017
+18.64%
0.00%
+12.07%
0.00%
2016
+8.29%
-4.94%
+8.75%
-2.08%
2015
-2.48%
-9.54%
-0.70%
-5.47%
2014
+4.39%
-3.48%
+8.07%
-2.34%
2013
+18.20%
-2.21%
+12.48%
-3.18%
2012
+13.40%
-7.48%
+11.42%
-2.32%
2011
-3.70%
-17.03%
+7.12%
-6.25%
2010
+12.14%
-10.26%
+11.78%
-6.09%
2009
+26.95%
-15.39%
+18.92%
-9.98%
2008
-31.47%
-33.62%
-18.47%
-22.29%
2007
+10.08%
-4.81%
+8.64%
-1.70%
2006
+18.40%
-3.55%
+7.99%
-1.54%
2005
+11.54%
-3.65%
+4.40%
-1.83%
2004
+14.53%
-3.20%
+10.53%
-3.54%
2003
+29.10%
-3.63%
+19.38%
-1.09%
2002
-12.54%
-19.34%
-1.93%
-6.44%
2001
-8.74%
-18.50%
-1.68%
-8.57%
2000
-7.02%
-10.69%
+3.54%
-5.60%
1999
+25.31%
-2.23%
+9.67%
-3.30%
1998
+11.01%
-15.07%
+16.26%
-8.06%
1997
+13.00%
-5.20%
+21.85%
-3.41%
1996
+15.28%
-3.61%
+11.14%
-2.76%
1995
+18.25%
-1.47%
+29.40%
0.00%
1994
-0.04%
-6.82%
-3.21%
-8.78%
1993
+24.57%
-3.54%
+13.19%
-1.53%
1992
+0.57%
-3.75%
+8.92%
-2.25%
1991
+30.38%
-4.43%
+25.50%
-2.55%
1990
-6.17%
-14.67%
+1.06%
-7.58%
1989
+30.02%
-2.52%
+21.95%
-1.62%
1988
+18.92%
-2.98%
+11.91%
-2.50%
1987
+3.15%
-21.48%
+1.19%
-16.03%
1986
+23.10%
-4.60%
+16.48%
-5.55%
1985
+29.90%
-2.29%
+28.66%
-1.87%