Gretchen Tai vs Bill Bernstein No Brainer Portfolio Comparison

Last Update: 31 May 2023

The Gretchen Tai Portfolio obtained a 7.16% compound annual return, with a 11.59% standard deviation, in the last 30 Years.

The Bill Bernstein No Brainer Portfolio obtained a 7.30% compound annual return, with a 11.63% standard deviation, in the last 30 Years.

Summary

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Gretchen Tai Portfolio Bill Bernstein No Brainer Portfolio
Risk High High
Asset Allocation Stocks 70% 75%
Fixed Income 30% 25%
Commodities 0% 0%
30 Years Stats Return +7.16% +7.30%
Std Dev 11.59% 11.63%
Max Drawdown -41.80% -40.40%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1986

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Gretchen Tai Portfolio -1.83 +1.44 -2.06 +4.06 +5.62 +7.16 +8.65
Bill Bernstein No Brainer Portfolio -1.18 -0.08 -1.20 +4.76 +6.68 +7.30 +8.42
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Gretchen Tai Portfolio: an investment of 1000$, since June 1993, now would be worth 7972.31$, with a total return of 697.23% (7.16% annualized).

Bill Bernstein No Brainer Portfolio: an investment of 1000$, since June 1993, now would be worth 8284.04$, with a total return of 728.40% (7.30% annualized).

Gretchen Tai Portfolio: an investment of 1000$, since January 1986, now would be worth 22301.46$, with a total return of 2130.15% (8.65% annualized).

Bill Bernstein No Brainer Portfolio: an investment of 1000$, since January 1986, now would be worth 20607.08$, with a total return of 1960.71% (8.42% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gretchen Tai Portfolio
Bill Bernstein No Brainer Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-40.40% Nov 2007 Feb 2009
-24.46% Apr 2000 Sep 2002
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-19.76% Jan 2022 Sep 2022
-18.24% Jan 2020 Mar 2020
-16.24% Jan 2020 Mar 2020
-16.20% May 2011 Sep 2011
-14.25% May 2011 Sep 2011
-13.95% May 1998 Aug 1998
-12.86% May 1998 Aug 1998
-11.92% Sep 2018 Dec 2018
-10.37% Feb 2018 Dec 2018
-10.09% May 2015 Feb 2016
-9.17% Jun 2015 Feb 2016
-7.04% Feb 1994 Mar 1994
-4.66% Jun 1996 Jul 1996
-4.43% Aug 1997 Aug 1997
-4.18% Feb 1994 Mar 1994

Drawdown comparison chart since January 1986.

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Gretchen Tai Portfolio
Bill Bernstein No Brainer Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-40.40% Nov 2007 Feb 2009
-24.46% Apr 2000 Sep 2002
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-19.76% Jan 2022 Sep 2022
-19.71% Sep 1987 Nov 1987
-18.24% Jan 2020 Mar 2020
-17.50% Sep 1987 Nov 1987
-16.24% Jan 2020 Mar 2020
-16.20% May 2011 Sep 2011
-16.12% Jan 1990 Sep 1990
-14.76% Jan 1990 Sep 1990
-14.25% May 2011 Sep 2011
-13.95% May 1998 Aug 1998
-12.86% May 1998 Aug 1998
-11.92% Sep 2018 Dec 2018
-10.37% Feb 2018 Dec 2018
-10.09% May 2015 Feb 2016
-9.17% Jun 2015 Feb 2016

Yearly Returns

Yearly return comparison. Common historical serie start from January 1986.

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Year Gretchen Tai Portfolio Bill Bernstein No Brainer Portfolio
2023
 +4.75% +3.63%
2022
 -17.30% -13.89%
2021
 +12.15% +15.39%
2020
 +12.24% +11.61%
2019
 +20.82% +19.82%
2018
 -7.59% -6.41%
2017
 +18.32% +15.70%
2016
 +7.93% +11.03%
2015
 -2.21% -1.35%
2014
 +4.44% +3.78%
2013
 +14.58% +22.10%
2012
 +14.85% +12.91%
2011
 -1.45% -2.59%
2010
 +12.51% +14.15%
2009
 +26.58% +22.80%
2008
 -27.67% -26.26%
2007
 +9.39% +7.14%
2006
 +17.39% +15.27%
2005
 +10.26% +7.66%
2004
 +15.60% +13.66%
2003
 +29.40% +27.39%
2002
 -7.43% -10.88%
2001
 -6.29% -4.49%
2000
 -4.67% -4.63%
1999
 +22.01% +18.99%
1998
 +10.02% +12.24%
1997
 +11.39% +15.88%
1996
 +10.62% +12.52%
1995
 +17.98% +20.57%
1994
 -0.51% +2.49%
1993
 +26.87% +16.21%
1992
 +0.50% +4.40%
1991
 +30.31% +24.11%
1990
 -8.54% -9.08%
1989
 +25.15% +18.78%
1988
 +19.39% +17.83%
1987
 +4.96% +8.39%
1986
 +29.74% +25.39%