Bill Bernstein No Brainer vs Scott Burns Couch Potato Portfolio Comparison

Last Update: 29 February 2024

The Bill Bernstein No Brainer Portfolio obtained a 7.48% compound annual return, with a 11.75% 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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Bill Bernstein No Brainer Portfolio Scott Burns Couch Potato Portfolio
Portfolio Risk High Medium
Asset Allocation Stocks 75% 50%
Fixed Income 25% 50%
Commodities 0% 0%
30 Years Stats Return +7.48% +8.04%
Std Dev 11.75% 8.75%
Max Drawdown -40.40% -27.04%
All time Stats
(Since Jan 1985)
Return +9.17% +9.33%
Std Dev 11.74% 9.09%
Max Drawdown -40.40% -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
Bill Bernstein No Brainer Portfolio +2.81 +7.97 +13.50 +7.50 +6.76 +7.48 +9.17
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

Bill Bernstein No Brainer Portfolio: an investment of 1$, since March 1994, now would be worth 8.71$, with a total return of 770.61% (7.48% 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).

Bill Bernstein No Brainer Portfolio: an investment of 1$, since January 1985, now would be worth 31.05$, with a total return of 3005.23% (9.17% 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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Bill Bernstein No Brainer 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
-40.40% Nov 2007 Feb 2009 (16) Feb 2011 (40) 18.40
-27.04% Nov 2007 Feb 2009 (16) Apr 2010 (30) 11.90
-24.46% Apr 2000 Sep 2002 (30) Dec 2003 (45) 13.30
-19.77% Jan 2022 Sep 2022 (9) In progress (26) 10.88
-19.76% Jan 2022 Sep 2022 (9) Feb 2024 (26) 9.75
-18.24% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.70
-16.20% May 2011 Sep 2011 (5) Sep 2012 (17) 6.47
-13.95% May 1998 Aug 1998 (4) Dec 1998 (8) 6.45
-11.92% Sep 2018 Dec 2018 (4) Oct 2019 (14) 4.83
-10.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.92
-10.30% Sep 2000 Sep 2002 (25) May 2003 (33) 5.99
-9.17% Jun 2015 Feb 2016 (9) Jul 2016 (14) 4.70
-8.06% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.64
-8.06% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.72
-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
-4.66% Jun 1996 Jul 1996 (2) Sep 1996 (4) 2.42
-4.60% Apr 2000 May 2000 (2) Aug 2000 (5) 2.40

Drawdown comparison chart since January 1985.

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Bill Bernstein No Brainer 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
-40.40% Nov 2007 Feb 2009 (16) Feb 2011 (40) 18.40
-27.04% Nov 2007 Feb 2009 (16) Apr 2010 (30) 11.90
-24.46% Apr 2000 Sep 2002 (30) Dec 2003 (45) 13.30
-19.77% Jan 2022 Sep 2022 (9) In progress (26) 10.88
-19.76% Jan 2022 Sep 2022 (9) Feb 2024 (26) 9.75
-19.71% Sep 1987 Nov 1987 (3) Jan 1989 (17) 9.28
-18.24% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.70
-16.20% May 2011 Sep 2011 (5) Sep 2012 (17) 6.47
-16.03% Sep 1987 Nov 1987 (3) Jan 1989 (17) 7.17
-14.76% Jan 1990 Sep 1990 (9) Feb 1991 (14) 7.56
-13.95% May 1998 Aug 1998 (4) Dec 1998 (8) 6.45
-11.92% Sep 2018 Dec 2018 (4) Oct 2019 (14) 4.83
-10.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.92
-10.30% Sep 2000 Sep 2002 (25) May 2003 (33) 5.99
-9.17% Jun 2015 Feb 2016 (9) Jul 2016 (14) 4.70
-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
-7.58% Aug 1990 Sep 1990 (2) Jan 1991 (6) 4.62
-6.25% May 2011 Sep 2011 (5) Dec 2011 (8) 2.31

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
+1.91%
-0.87%
+2.88%
0.00%
2023
+15.77%
-8.54%
+14.66%
-6.50%
2022
-13.89%
-19.76%
-16.31%
-19.77%
2021
+15.39%
-2.73%
+15.67%
-2.76%
2020
+11.61%
-18.24%
+15.93%
-10.72%
2019
+19.82%
-5.15%
+19.51%
-2.63%
2018
-6.41%
-11.92%
-3.32%
-8.06%
2017
+15.70%
-0.29%
+12.07%
0.00%
2016
+11.03%
-4.44%
+8.75%
-2.08%
2015
-1.35%
-7.81%
-0.70%
-5.47%
2014
+3.78%
-3.16%
+8.07%
-2.34%
2013
+22.10%
-1.89%
+12.48%
-3.18%
2012
+12.91%
-6.94%
+11.42%
-2.32%
2011
-2.59%
-16.20%
+7.12%
-6.25%
2010
+14.15%
-9.69%
+11.78%
-6.09%
2009
+22.80%
-15.37%
+18.92%
-9.98%
2008
-26.26%
-28.63%
-18.47%
-22.29%
2007
+7.14%
-4.50%
+8.64%
-1.70%
2006
+15.27%
-3.41%
+7.99%
-1.54%
2005
+7.66%
-4.07%
+4.40%
-1.83%
2004
+13.66%
-3.04%
+10.53%
-3.54%
2003
+27.39%
-4.14%
+19.38%
-1.09%
2002
-10.88%
-16.92%
-1.93%
-6.44%
2001
-4.49%
-14.84%
-1.68%
-8.57%
2000
-4.63%
-10.08%
+3.54%
-5.60%
1999
+18.99%
-3.58%
+9.67%
-3.30%
1998
+12.24%
-13.95%
+16.26%
-8.06%
1997
+15.88%
-4.06%
+21.85%
-3.41%
1996
+12.52%
-4.66%
+11.14%
-2.76%
1995
+20.57%
-1.62%
+29.40%
0.00%
1994
+2.49%
-4.18%
-3.21%
-8.78%
1993
+16.21%
-3.68%
+13.19%
-1.53%
1992
+4.40%
-3.33%
+8.92%
-2.25%
1991
+24.11%
-4.26%
+25.50%
-2.55%
1990
-9.08%
-14.76%
+1.06%
-7.58%
1989
+18.78%
-2.53%
+21.95%
-1.62%
1988
+17.83%
-3.06%
+11.91%
-2.50%
1987
+8.39%
-19.71%
+1.19%
-16.03%
1986
+25.39%
-4.13%
+16.48%
-5.55%
1985
+32.35%
-2.40%
+28.66%
-1.87%