Gretchen Tai vs Scott Burns Couch Potato Portfolio Comparison

Last Update: 31 March 2024

The Gretchen Tai Portfolio obtained a 7.37% compound annual return, with a 11.61% standard deviation, in the last 30 Years.

The Scott Burns Couch Potato Portfolio obtained a 8.26% compound annual return, with a 8.70% standard deviation, in the last 30 Years.

Summary

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Gretchen Tai Portfolio Scott Burns Couch Potato Portfolio
Portfolio Risk High Medium
Asset Allocation Stocks 70% 50%
Fixed Income 30% 50%
Commodities 0% 0%
30 Years Stats Return +7.37% +8.26%
Std Dev 11.61% 8.70%
Max Drawdown -41.80% -27.04%
All time Stats
(Since Jan 1986)		 Return +8.83% +8.89%
Std Dev 11.86% 9.03%
Max Drawdown -41.80% -27.04%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1986

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1M 6M 1Y 5Y 10Y 30Y MAX
Gretchen Tai Portfolio +2.48 +14.59 +13.30 +6.51 +5.99 +7.37 +8.83
Scott Burns Couch Potato Portfolio +1.81 +13.73 +13.97 +8.20 +7.16 +8.26 +8.89
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Gretchen Tai Portfolio: an investment of 1$, since April 1994, now would be worth 8.44$, with a total return of 743.65% (7.37% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1$, since April 1994, now would be worth 10.83$, with a total return of 982.67% (8.26% annualized).

Gretchen Tai Portfolio: an investment of 1$, since January 1986, now would be worth 25.49$, with a total return of 2448.56% (8.83% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1$, since January 1986, now would be worth 26.01$, with a total return of 2501.39% (8.89% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Gretchen Tai 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
-41.80% Nov 2007 Feb 2009 (16) Feb 2011 (40) 18.94
-27.04% Nov 2007 Feb 2009 (16) Apr 2010 (30) 11.90
-23.59% Jan 2022 Sep 2022 (9) In progress (27) 12.34
-22.92% Apr 2000 Sep 2002 (30) Nov 2003 (44) 12.59
-19.77% Jan 2022 Sep 2022 (9) Mar 2024 (27) 10.69
-16.24% Jan 2020 Mar 2020 (3) Aug 2020 (8) 7.25
-14.25% May 2011 Sep 2011 (5) Sep 2012 (17) 5.39
-12.86% May 1998 Aug 1998 (4) Dec 1998 (8) 5.93
-10.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.92
-10.37% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.33
-10.30% Sep 2000 Sep 2002 (25) May 2003 (33) 5.99
-10.09% May 2015 Feb 2016 (10) Jul 2016 (15) 5.43
-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
-5.47% Mar 2015 Sep 2015 (7) Apr 2016 (14) 2.66
-5.27% Sep 1994 Jan 1995 (5) Apr 1995 (8) 3.35
-4.60% Apr 2000 May 2000 (2) Aug 2000 (5) 2.40
-4.43% Aug 1997 Aug 1997 (1) Feb 1998 (7) 2.78

Drawdown comparison chart since January 1986.

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Gretchen Tai 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
-41.80% Nov 2007 Feb 2009 (16) Feb 2011 (40) 18.94
-27.04% Nov 2007 Feb 2009 (16) Apr 2010 (30) 11.90
-23.59% Jan 2022 Sep 2022 (9) In progress (27) 12.34
-22.92% Apr 2000 Sep 2002 (30) Nov 2003 (44) 12.59
-19.77% Jan 2022 Sep 2022 (9) Mar 2024 (27) 10.69
-17.50% Sep 1987 Nov 1987 (3) Nov 1988 (15) 8.27
-16.24% Jan 2020 Mar 2020 (3) Aug 2020 (8) 7.25
-16.12% Jan 1990 Sep 1990 (9) Feb 1991 (14) 7.89
-16.03% Sep 1987 Nov 1987 (3) Jan 1989 (17) 7.17
-14.25% May 2011 Sep 2011 (5) Sep 2012 (17) 5.39
-12.86% May 1998 Aug 1998 (4) Dec 1998 (8) 5.93
-10.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.92
-10.37% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.33
-10.30% Sep 2000 Sep 2002 (25) May 2003 (33) 5.99
-10.09% May 2015 Feb 2016 (10) Jul 2016 (15) 5.43
-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
-7.04% Feb 1994 Mar 1994 (2) May 1995 (16) 4.43

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
+3.99%
 -0.85%
+4.74%
 0.00%
2023
+15.12%
 -9.19%
+14.66%
 -6.50%
2022
-17.30%
 -23.59%
-16.31%
 -19.77%
2021
+12.15%
 -3.19%
+15.67%
 -2.76%
2020
+12.24%
 -16.24%
+15.93%
 -10.72%
2019
+20.82%
 -3.77%
+19.51%
 -2.63%
2018
-7.59%
 -10.37%
-3.32%
 -8.06%
2017
+18.32%
 0.00%
+12.07%
 0.00%
2016
+7.93%
 -3.80%
+8.75%
 -2.08%
2015
-2.21%
 -8.93%
-0.70%
 -5.47%
2014
+4.44%
 -3.36%
+8.07%
 -2.34%
2013
+14.58%
 -4.17%
+12.48%
 -3.18%
2012
+14.85%
 -6.38%
+11.42%
 -2.32%
2011
-1.45%
 -14.25%
+7.12%
 -6.25%
2010
+12.51%
 -8.38%
+11.78%
 -6.09%
2009
+26.58%
 -15.87%
+18.92%
 -9.98%
2008
-27.67%
 -32.64%
-18.47%
 -22.29%
2007
+9.39%
 -4.36%
+8.64%
 -1.70%
2006
+17.39%
 -3.34%
+7.99%
 -1.54%
2005
+10.26%
 -3.11%
+4.40%
 -1.83%
2004
+15.60%
 -4.14%
+10.53%
 -3.54%
2003
+29.40%
 -2.98%
+19.38%
 -1.09%
2002
-7.43%
 -14.03%
-1.93%
 -6.44%
2001
-6.29%
 -15.42%
-1.68%
 -8.57%
2000
-4.67%
 -9.28%
+3.54%
 -5.60%
1999
+22.01%
 -2.31%
+9.67%
 -3.30%
1998
+10.02%
 -12.86%
+16.26%
 -8.06%
1997
+11.39%
 -4.43%
+21.85%
 -3.41%
1996
+10.62%
 -3.29%
+11.14%
 -2.76%
1995
+17.98%
 -1.12%
+29.40%
 0.00%
1994
-0.51%
 -7.04%
-3.21%
 -8.78%
1993
+26.87%
 -4.15%
+13.19%
 -1.53%
1992
+0.50%
 -4.36%
+8.92%
 -2.25%
1991
+30.31%
 -4.13%
+25.50%
 -2.55%
1990
-8.54%
 -16.12%
+1.06%
 -7.58%
1989
+25.15%
 -2.12%
+21.95%
 -1.62%
1988
+19.39%
 -3.11%
+11.91%
 -2.50%
1987
+4.96%
 -17.50%
+1.19%
 -16.03%
1986
+29.74%
 -4.54%
+16.48%
 -5.55%