Dedalo Invest Dedalo Three vs Warren Buffett Portfolio Comparison

Last Update: 31 March 2024

The Dedalo Invest Dedalo Three Portfolio obtained a 9.39% compound annual return, with a 15.40% standard deviation, in the last 30 Years.

The Warren Buffett Portfolio obtained a 10.09% compound annual return, with a 13.63% standard deviation, in the last 30 Years.

Summary

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Dedalo Invest Dedalo Three Portfolio Warren Buffett Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 90%
Fixed Income 0% 10%
Commodities 0% 0%
30 Years Stats Return +9.39% +10.09%
Std Dev 15.40% 13.63%
Max Drawdown -52.73% -45.52%
All time Stats
(Since Jan 1970)
Return +10.14% +10.31%
Std Dev 15.57% 13.94%
Max Drawdown -52.73% -45.52%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1970

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1M 6M 1Y 5Y 10Y 30Y MAX
Dedalo Invest Dedalo Three Portfolio +2.98 +22.01 +27.01 +13.20 +11.20 +9.39 +10.14
Warren Buffett Portfolio +2.41 +21.03 +27.09 +13.53 +11.64 +10.09 +10.31
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Dedalo Invest Dedalo Three Portfolio: an investment of 1$, since April 1994, now would be worth 14.77$, with a total return of 1376.59% (9.39% annualized).

Warren Buffett Portfolio: an investment of 1$, since April 1994, now would be worth 17.89$, with a total return of 1688.79% (10.09% annualized).

Dedalo Invest Dedalo Three Portfolio: an investment of 1$, since January 1970, now would be worth 188.42$, with a total return of 18741.75% (10.14% annualized).

Warren Buffett Portfolio: an investment of 1$, since January 1970, now would be worth 205.47$, with a total return of 20446.71% (10.31% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Dedalo Invest Dedalo Three Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-52.73% Nov 2007 Feb 2009 (16) Dec 2012 (62) 23.13
-45.52% Nov 2007 Feb 2009 (16) Apr 2011 (42) 22.14
-45.07% Apr 2000 Sep 2002 (30) Apr 2006 (73) 24.01
-39.67% Sep 2000 Sep 2002 (25) Sep 2006 (73) 20.20
-25.03% Jan 2022 Sep 2022 (9) Dec 2023 (24) 13.03
-23.08% Jan 2022 Sep 2022 (9) Dec 2023 (24) 12.17
-21.23% Jan 2020 Mar 2020 (3) Jul 2020 (7) 9.48
-17.49% Feb 2020 Mar 2020 (2) Jul 2020 (6) 7.96
-16.58% Jul 1998 Aug 1998 (2) Nov 1998 (5) 8.71
-15.04% May 2011 Sep 2011 (5) Feb 2012 (10) 6.55
-13.86% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.55
-13.83% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.74
-12.09% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.58
-10.24% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.20
-7.73% Aug 2015 Sep 2015 (2) May 2016 (10) 4.19
-6.31% May 2019 May 2019 (1) Jun 2019 (2) 3.64
-6.10% Jan 2000 Feb 2000 (2) Mar 2000 (3) 3.81
-6.10% Apr 2012 May 2012 (2) Aug 2012 (5) 2.85
-5.73% May 2019 May 2019 (1) Jun 2019 (2) 3.31
-5.65% Feb 2018 Mar 2018 (2) Jul 2018 (6) 3.67

Drawdown comparison chart since January 1970.

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Dedalo Invest Dedalo Three Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-52.73% Nov 2007 Feb 2009 (16) Dec 2012 (62) 23.13
-45.52% Nov 2007 Feb 2009 (16) Apr 2011 (42) 22.14
-45.07% Apr 2000 Sep 2002 (30) Apr 2006 (73) 24.01
-44.80% Jan 1973 Sep 1974 (21) Dec 1976 (48) 19.54
-40.52% Jan 1973 Sep 1974 (21) Jun 1976 (42) 17.75
-39.67% Sep 2000 Sep 2002 (25) Sep 2006 (73) 20.20
-28.32% Sep 1987 Nov 1987 (3) Apr 1989 (20) 14.33
-27.35% Sep 1987 Nov 1987 (3) May 1989 (21) 14.38
-25.03% Jan 2022 Sep 2022 (9) Dec 2023 (24) 13.03
-23.08% Jan 2022 Sep 2022 (9) Dec 2023 (24) 12.17
-21.23% Jan 2020 Mar 2020 (3) Jul 2020 (7) 9.48
-20.09% Jan 1970 Jun 1970 (6) Dec 1970 (12) 9.81
-18.81% Dec 1980 Jul 1982 (20) Oct 1982 (23) 9.66
-17.49% Feb 2020 Mar 2020 (2) Jul 2020 (6) 7.96
-17.25% Jan 1970 Jun 1970 (6) Dec 1970 (12) 8.14
-16.81% Jan 1990 Sep 1990 (9) Feb 1991 (14) 8.69
-16.58% Jul 1998 Aug 1998 (2) Nov 1998 (5) 8.71
-15.04% May 2011 Sep 2011 (5) Feb 2012 (10) 6.55
-13.86% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.55
-13.83% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.74

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
+9.04%
0.00%
+8.94%
0.00%
2023
+24.84%
-9.28%
+24.87%
-7.55%
2022
-19.06%
-25.03%
-18.29%
-23.08%
2021
+23.45%
-4.36%
+24.59%
-4.32%
2020
+19.70%
-21.23%
+19.19%
-17.49%
2019
+29.51%
-6.31%
+28.46%
-5.73%
2018
-6.58%
-13.86%
-3.84%
-12.09%
2017
+22.20%
0.00%
+19.83%
0.00%
2016
+11.53%
-6.09%
+10.69%
-4.87%
2015
-0.31%
-9.69%
+0.96%
-7.73%
2014
+9.88%
-3.55%
+12.08%
-2.97%
2013
+30.30%
-2.87%
+29.44%
-2.62%
2012
+16.65%
-7.77%
+14.59%
-6.10%
2011
-1.57%
-18.86%
+1.43%
-15.04%
2010
+16.12%
-13.01%
+14.55%
-11.71%
2009
+30.02%
-18.21%
+24.66%
-16.03%
2008
-38.95%
-40.28%
-32.35%
-33.45%
2007
+6.65%
-5.35%
+6.30%
-4.37%
2006
+16.62%
-3.54%
+14.32%
-2.48%
2005
+7.06%
-4.28%
+5.58%
-3.97%
2004
+12.94%
-3.65%
+9.73%
-2.96%
2003
+31.01%
-4.47%
+25.87%
-3.66%
2002
-20.48%
-26.93%
-19.13%
-24.82%
2001
-12.85%
-24.35%
-10.04%
-20.31%
2000
-11.93%
-15.88%
-7.27%
-11.55%
1999
+24.17%
-5.11%
+19.15%
-5.59%
1998
+22.27%
-16.58%
+26.49%
-13.83%
1997
+25.58%
-4.71%
+30.52%
-5.15%
1996
+17.95%
-5.40%
+21.03%
-3.99%
1995
+30.12%
-1.35%
+34.91%
-0.25%
1994
+0.74%
-6.46%
+1.01%
-6.47%
1993
+14.07%
-2.83%
+9.53%
-2.10%
1992
+4.36%
-3.17%
+7.36%
-2.36%
1991
+27.75%
-5.00%
+28.35%
-4.14%
1990
-9.84%
-16.81%
-2.00%
-12.77%
1989
+24.23%
-2.98%
+29.38%
-2.30%
1988
+18.48%
-3.64%
+15.17%
-3.40%
1987
+6.82%
-28.32%
+4.71%
-27.35%
1986
+23.00%
-7.23%
+17.29%
-7.59%
1985
+34.39%
-3.95%
+29.49%
-3.46%
1984
+3.23%
-8.43%
+6.99%
-6.07%
1983
+22.81%
-3.17%
+19.96%
-3.02%
1982
+17.69%
-12.44%
+21.09%
-7.70%
1981
-3.92%
-12.31%
-3.26%
-10.93%
1980
+31.48%
-11.45%
+29.60%
-8.82%
1979
+20.74%
-7.20%
+17.05%
-6.17%
1978
+11.35%
-10.24%
+5.62%
-8.58%
1977
-1.78%
-6.78%
-6.77%
-10.10%
1976
+22.91%
-2.35%
+22.58%
-1.97%
1975
+36.78%
-11.94%
+34.14%
-11.01%
1974
-26.84%
-33.45%
-23.54%
-30.75%
1973
-17.11%
-18.23%
-14.10%
-15.10%
1972
+19.37%
-2.07%
+17.45%
-1.74%
1971
+18.17%
-6.41%
+13.67%
-7.10%
1970
+2.73%
-20.09%
+4.95%
-17.25%