Gretchen Tai vs Bill Bernstein Sheltered Sam 70/30 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 Sheltered Sam 70/30 Portfolio obtained a 7.72% compound annual return, with a 10.60% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Gretchen Tai Portfolio Bill Bernstein Sheltered Sam 70/30 Portfolio
Risk High High
Asset Allocation Stocks 70% 67.9%
Fixed Income 30% 30%
Commodities 0% 2.1%
30 Years Stats Return +7.16% +7.72%
Std Dev 11.59% 10.60%
Max Drawdown -41.80% -39.73%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1986

Swipe left to see all data
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 Sheltered Sam 70/30 Portfolio -2.23 -1.52 -3.22 +4.83 +6.13 +7.72 +8.89
(*) 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 Sheltered Sam 70/30 Portfolio: an investment of 1000$, since June 1993, now would be worth 9296.56$, with a total return of 829.66% (7.72% 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 Sheltered Sam 70/30 Portfolio: an investment of 1000$, since January 1986, now would be worth 24223.70$, with a total return of 2322.37% (8.89% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

Swipe left to see all data
Gretchen Tai Portfolio
Bill Bernstein Sheltered Sam 70/30 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-39.73% Nov 2007 Feb 2009
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-17.80% Jan 2022 Sep 2022
-17.14% Jan 2020 Mar 2020
-16.24% Jan 2020 Mar 2020
-14.25% May 2011 Sep 2011
-13.73% Feb 2001 Sep 2002
-13.47% May 2011 Sep 2011
-13.19% May 1998 Aug 1998
-12.86% May 1998 Aug 1998
-10.37% Feb 2018 Dec 2018
-10.09% May 2015 Feb 2016
-9.24% Sep 2018 Dec 2018
-7.28% Jun 2015 Jan 2016
-7.04% Feb 1994 Mar 1994
-6.31% Feb 1994 Mar 1994
-5.42% Apr 2012 May 2012
-4.43% Aug 1997 Aug 1997

Drawdown comparison chart since January 1986.

Swipe left to see all data
Gretchen Tai Portfolio
Bill Bernstein Sheltered Sam 70/30 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-39.73% Nov 2007 Feb 2009
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-18.62% Sep 1987 Nov 1987
-17.80% Jan 2022 Sep 2022
-17.50% Sep 1987 Nov 1987
-17.14% Jan 2020 Mar 2020
-16.24% Jan 2020 Mar 2020
-16.12% Jan 1990 Sep 1990
-14.25% May 2011 Sep 2011
-13.73% Feb 2001 Sep 2002
-13.47% May 2011 Sep 2011
-13.19% May 1998 Aug 1998
-12.86% May 1998 Aug 1998
-11.32% Jan 1990 Sep 1990
-10.37% Feb 2018 Dec 2018
-10.09% May 2015 Feb 2016
-9.24% Sep 2018 Dec 2018
-7.28% Jun 2015 Jan 2016

Yearly Returns

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

Swipe left to see all data
Year Gretchen Tai Portfolio Bill Bernstein Sheltered Sam 70/30 Portfolio
2023
 +4.75% +1.43%
2022
 -17.30% -11.08%
2021
 +12.15% +16.83%
2020
 +12.24% +7.39%
2019
 +20.82% +19.18%
2018
 -7.59% -5.89%
2017
 +18.32% +13.05%
2016
 +7.93% +11.18%
2015
 -2.21% -1.94%
2014
 +4.44% +6.76%
2013
 +14.58% +16.94%
2012
 +14.85% +12.52%
2011
 -1.45% +0.50%
2010
 +12.51% +13.77%
2009
 +26.58% +21.02%
2008
 -27.67% -24.68%
2007
 +9.39% +4.59%
2006
 +17.39% +16.71%
2005
 +10.26% +8.34%
2004
 +15.60% +14.43%
2003
 +29.40% +27.42%
2002
 -7.43% -5.96%
2001
 -6.29% -1.22%
2000
 -4.67% +5.24%
1999
 +22.01% +11.96%
1998
 +10.02% +8.60%
1997
 +11.39% +16.84%
1996
 +10.62% +14.61%
1995
 +17.98% +23.07%
1994
 -0.51% -1.61%
1993
 +26.87% +20.97%
1992
 +0.50% +9.07%
1991
 +30.31% +26.59%
1990
 -8.54% -5.51%
1989
 +25.15% +22.39%
1988
 +19.39% +16.42%
1987
 +4.96% +3.45%
1986
 +29.74% +22.33%