Gretchen Tai vs Roger Gibson Talmud 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 Roger Gibson Talmud Portfolio obtained a 8.00% compound annual return, with a 10.64% standard deviation, in the last 30 Years.

Summary

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Gretchen Tai Portfolio Roger Gibson Talmud Portfolio
Risk High High
Asset Allocation Stocks 70% 66.67%
Fixed Income 30% 33.33%
Commodities 0% 0%
30 Years Stats Return +7.16% +8.00%
Std Dev 11.59% 10.64%
Max Drawdown -41.80% -40.17%

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
Roger Gibson Talmud Portfolio -1.52 -0.90 -5.44 +5.36 +6.35 +8.00 +8.67
(*) 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).

Roger Gibson Talmud Portfolio: an investment of 1000$, since June 1993, now would be worth 10063.64$, with a total return of 906.36% (8.00% 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).

Roger Gibson Talmud Portfolio: an investment of 1000$, since January 1986, now would be worth 22476.61$, with a total return of 2147.66% (8.67% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gretchen Tai Portfolio
Roger Gibson Talmud Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-40.17% Jun 2007 Feb 2009
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-22.88% Jan 2022 Sep 2022
-16.24% Jan 2020 Mar 2020
-15.16% Feb 2020 Mar 2020
-14.25% May 2011 Sep 2011
-12.86% May 1998 Aug 1998
-10.50% Jun 2011 Sep 2011
-10.43% Jul 1998 Aug 1998
-10.37% Feb 2018 Dec 2018
-10.09% May 2015 Feb 2016
-8.70% Oct 1993 Nov 1994
-8.26% Apr 2002 Oct 2002
-7.57% Sep 2018 Dec 2018
-7.04% Feb 1994 Mar 1994
-6.69% Apr 2004 Apr 2004
-5.69% Apr 2015 Aug 2015
-5.08% Feb 2001 Mar 2001

Drawdown comparison chart since January 1986.

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Gretchen Tai Portfolio
Roger Gibson Talmud Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-40.17% Jun 2007 Feb 2009
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-22.88% Jan 2022 Sep 2022
-17.50% Sep 1987 Nov 1987
-16.24% Jan 2020 Mar 2020
-16.12% Jan 1990 Sep 1990
-15.52% Sep 1987 Nov 1987
-15.16% Feb 2020 Mar 2020
-14.25% May 2011 Sep 2011
-12.86% May 1998 Aug 1998
-10.50% Jun 2011 Sep 2011
-10.43% Jul 1998 Aug 1998
-10.37% Feb 2018 Dec 2018
-10.14% Jul 1990 Oct 1990
-10.09% May 2015 Feb 2016
-8.70% Oct 1993 Nov 1994
-8.26% Apr 2002 Oct 2002
-7.57% Sep 2018 Dec 2018

Yearly Returns

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

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Year Gretchen Tai Portfolio Roger Gibson Talmud Portfolio
2023
+4.75% +3.05%
2022
-17.30% -19.62%
2021
+12.15% +21.44%
2020
+12.24% +8.02%
2019
+20.82% +22.79%
2018
-7.59% -3.78%
2017
+18.32% +9.90%
2016
+7.93% +7.99%
2015
-2.21% +1.11%
2014
+4.44% +16.24%
2013
+14.58% +11.22%
2012
+14.85% +12.41%
2011
-1.45% +5.83%
2010
+12.51% +17.33%
2009
+26.58% +20.87%
2008
-27.67% -22.37%
2007
+9.39% -1.40%
2006
+17.39% +18.42%
2005
+10.26% +6.88%
2004
+15.60% +15.93%
2003
+29.40% +23.46%
2002
-7.43% -2.82%
2001
-6.29% +3.27%
2000
-4.67% +9.05%
1999
+22.01% +6.34%
1998
+10.02% +5.18%
1997
+11.39% +19.74%
1996
+10.62% +19.46%
1995
+17.98% +22.03%
1994
-0.51% -3.74%
1993
+26.87% +13.33%
1992
+0.50% +10.28%
1991
+30.31% +27.78%
1990
-8.54% -4.26%
1989
+25.15% +16.87%
1988
+19.39% +12.71%
1987
+4.96% +0.17%
1986
+29.74% +16.28%