Gretchen Tai Portfolio vs Scott Burns Six Ways from Sunday Portfolio Portfolio Comparison

Simulation Settings
Period: January 1986 - June 2025 (~40 years)
Consolidated Returns as of 30 June 2025
Initial Amount: 1$
Rebalancing: at every Jan 1st
Currency: USD
Inflation: US
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Results
30 Years
(1995/07 - 2025/06)
All Data
(1986/01 - 2025/06)
Inflation Adjusted:
Gretchen Tai Portfolio
1.00$
Invested Capital
July 1995
8.78$
Final Capital
June 2025
7.51%
Yearly Return
11.67%
Std Deviation
-41.80%
Max Drawdown
40months
Recovery Period
1.00$
Invested Capital
July 1995
4.17$
Final Capital
June 2025
4.88%
Yearly Return
11.67%
Std Deviation
-42.76%
Max Drawdown
62months
Recovery Period
1.00$
Invested Capital
January 1986
29.25$
Final Capital
June 2025
8.92%
Yearly Return
11.77%
Std Deviation
-41.80%
Max Drawdown
40months
Recovery Period
1.00$
Invested Capital
January 1986
9.99$
Final Capital
June 2025
6.00%
Yearly Return
11.77%
Std Deviation
-42.76%
Max Drawdown
62months
Recovery Period
Scott Burns Six Ways from Sunday Portfolio
1.00$
Invested Capital
July 1995
10.12$
Final Capital
June 2025
8.02%
Yearly Return
10.95%
Std Deviation
-39.14%
Max Drawdown
31months
Recovery Period
1.00$
Invested Capital
July 1995
4.81$
Final Capital
June 2025
5.38%
Yearly Return
10.95%
Std Deviation
-39.92%
Max Drawdown
40months
Recovery Period
1.00$
Invested Capital
January 1986
28.36$
Final Capital
June 2025
8.84%
Yearly Return
10.62%
Std Deviation
-39.14%
Max Drawdown
31months
Recovery Period
1.00$
Invested Capital
January 1986
9.68$
Final Capital
June 2025
5.92%
Yearly Return
10.62%
Std Deviation
-39.92%
Max Drawdown
40months
Recovery Period

As of June 2025, in the previous 30 Years, the Gretchen Tai Portfolio obtained a 7.51% compound annual return, with a 11.67% standard deviation. It suffered a maximum drawdown of -41.80% that required 40 months to be recovered.

As of June 2025, in the previous 30 Years, the Scott Burns Six Ways from Sunday Portfolio obtained a 8.02% compound annual return, with a 10.95% standard deviation. It suffered a maximum drawdown of -39.14% that required 31 months to be recovered.

Disclaimer: The simulations on this website are provided in good faith but should NOT be taken as investment advice. We are not liable for any errors or actions based on this information. The authors of the website are not affiliated with the portfolio creators, who are the sole owners of their intellectual property. The translation of asset allocations into ETFs is based on the interpretation of LazyPortfolioETF.com and may not exactly reflect the original intent of the portfolio creators. Content is for informational, educational, illustrative, and entertainment purposes only.
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Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

Weight
(%)
Ticker Name
26.00
VTI
Vanguard Total Stock Market
26.00
VEA
Vanguard FTSE Developed Markets
10.00
EEM
iShares MSCI Emerging Markets
5.00
REET
iShares Global REIT ETF
3.00
IJR
iShares Core S&P Small-Cap
10.00
BND
Vanguard Total Bond Market
8.00
TIP
iShares TIPS Bond
8.00
HYG
iShares iBoxx $ High Yield Corporate Bond
4.00
TLT
iShares 20+ Year Treasury Bond
Weight
(%)
Ticker Name
16.70
VTI
Vanguard Total Stock Market
16.66
XLE
Energy Select Sector SPDR Fund
16.66
VEU
Vanguard FTSE All-World ex-US
16.66
VNQ
Vanguard Real Estate
16.66
TIP
iShares TIPS Bond
16.66
BNDX
Vanguard Total International Bond
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Portfolio Returns as of Jun 30, 2025

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • rebalancing: at every Jan 1st.
  • dividend reinvestment, when applicable.
Return Comparison
Capital Growth
30 Years
(1995/07 - 2025/06)
All Data
(1986/01 - 2025/06)
Inflation Adjusted:
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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Gretchen Tai Gretchen Tai Portfolio
Gretchen Tai
1 $ 8.78 $ 778.12% 7.51%
Scott Burns Six Ways from Sunday
Scott Burns
1 $ 10.12 $ 912.07% 8.02%

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Gretchen Tai Gretchen Tai Portfolio
Gretchen Tai
1 $ 4.17 $ 317.34% 4.88%
Scott Burns Six Ways from Sunday
Scott Burns
1 $ 4.81 $ 381.00% 5.38%

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Gretchen Tai Gretchen Tai Portfolio
Gretchen Tai
1 $ 29.25 $ 2 824.87% 8.92%
Scott Burns Six Ways from Sunday
Scott Burns
1 $ 28.36 $ 2 735.52% 8.84%

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Gretchen Tai Gretchen Tai Portfolio
Gretchen Tai
1 $ 9.99 $ 898.78% 6.00%
Scott Burns Six Ways from Sunday
Scott Burns
1 $ 9.68 $ 868.27% 5.92%

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Return (%) as of Jun 30, 2025
YTD
(6M)
1M 6M 1Y 5Y 10Y 30Y MAX
(~40Y)
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_gretchen_tai.webp Gretchen Tai Portfolio
Gretchen Tai
9.86 3.53 9.86 13.44 8.50 6.93 7.51 8.92
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_scott_burns.webp Six Ways from Sunday
Scott Burns
5.52 2.62 5.52 8.60 10.51 6.80 8.02 8.84
Returns over 1 year are annualized.
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Portfolio Metrics as of Jun 30, 2025

The following metrics, updated as of 30 June 2025, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON
Period: 1 July 2024 - 30 June 2025 (1 year)
Period: 1 July 2020 - 30 June 2025 (5 years)
Period: 1 July 2015 - 30 June 2025 (10 years)
Period: 1 July 1995 - 30 June 2025 (30 years)
Period: 1 January 1986 - 30 June 2025 (~40 years)
1 Year
5 Years
10 Years
30 Years
All (1986/01 - 2025/06)
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Gretchen Tai Portfolio Six Ways from Sunday
Author Gretchen Tai Scott Burns
ASSET ALLOCATION
Stocks 70% 66.68%
Fixed Income 30% 33.32%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 13.44 8.60
Infl. Adjusted (%) 10.74 6.02
DRAWDOWN
Deepest Drawdown Depth (%) -3.42 -4.45
Start to Recovery (months) 8 7
Longest Drawdown Depth (%) -3.42 -4.45
Start to Recovery (months) 8 7
Longest Negative Period (months) 7 8
RISK INDICATORS
Standard Deviation (%) 7.85 8.13
Sharpe Ratio 1.12 0.49
Sortino Ratio 1.38 0.60
Ulcer Index 1.38 1.95
Ratio: Return / Standard Deviation 1.71 1.06
Ratio: Return / Deepest Drawdown 3.93 1.93
Metrics calculated over the period 1 July 2024 - 30 June 2025
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Gretchen Tai Portfolio Six Ways from Sunday
Author Gretchen Tai Scott Burns
ASSET ALLOCATION
Stocks 70% 66.68%
Fixed Income 30% 33.32%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 8.50 10.51
Infl. Adjusted (%) 3.80 5.72
DRAWDOWN
Deepest Drawdown Depth (%) -23.59 -14.34
Start to Recovery (months) 30 16
Longest Drawdown Depth (%) -23.59 -14.34
Start to Recovery (months) 30 16
Longest Negative Period (months) 35 24
RISK INDICATORS
Standard Deviation (%) 12.55 12.16
Sharpe Ratio 0.46 0.64
Sortino Ratio 0.63 0.87
Ulcer Index 8.43 3.38
Ratio: Return / Standard Deviation 0.68 0.86
Ratio: Return / Deepest Drawdown 0.36 0.73
Metrics calculated over the period 1 July 2020 - 30 June 2025
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Gretchen Tai Portfolio Six Ways from Sunday
Author Gretchen Tai Scott Burns
ASSET ALLOCATION
Stocks 70% 66.68%
Fixed Income 30% 33.32%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 6.93 6.80
Infl. Adjusted (%) 3.77 3.65
DRAWDOWN
Deepest Drawdown Depth (%) -23.59 -19.67
Start to Recovery (months) 30 12
Longest Drawdown Depth (%) -23.59 -14.34
Start to Recovery (months) 30 16
Longest Negative Period (months) 35 45
RISK INDICATORS
Standard Deviation (%) 11.62 11.71
Sharpe Ratio 0.44 0.43
Sortino Ratio 0.58 0.56
Ulcer Index 6.68 4.11
Ratio: Return / Standard Deviation 0.60 0.58
Ratio: Return / Deepest Drawdown 0.29 0.35
Metrics calculated over the period 1 July 2015 - 30 June 2025
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Gretchen Tai Portfolio Six Ways from Sunday
Author Gretchen Tai Scott Burns
ASSET ALLOCATION
Stocks 70% 66.68%
Fixed Income 30% 33.32%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 7.51 8.02
Infl. Adjusted (%) 4.88 5.38
DRAWDOWN
Deepest Drawdown Depth (%) -41.80 -39.14
Start to Recovery (months) 40 31
Longest Drawdown Depth (%) -22.92 -39.14
Start to Recovery (months) 44 31
Longest Negative Period (months) 62 67
RISK INDICATORS
Standard Deviation (%) 11.67 10.95
Sharpe Ratio 0.45 0.53
Sortino Ratio 0.59 0.68
Ulcer Index 8.89 6.65
Ratio: Return / Standard Deviation 0.64 0.73
Ratio: Return / Deepest Drawdown 0.18 0.20
Metrics calculated over the period 1 July 1995 - 30 June 2025
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Gretchen Tai Portfolio Six Ways from Sunday
Author Gretchen Tai Scott Burns
ASSET ALLOCATION
Stocks 70% 66.68%
Fixed Income 30% 33.32%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 8.92 8.84
Infl. Adjusted (%) 6.00 5.92
DRAWDOWN
Deepest Drawdown Depth (%) -41.80 -39.14
Start to Recovery (months) 40 31
Longest Drawdown Depth (%) -22.92 -39.14
Start to Recovery (months) 44 31
Longest Negative Period (months) 62 67
RISK INDICATORS
Standard Deviation (%) 11.77 10.62
Sharpe Ratio 0.50 0.55
Sortino Ratio 0.65 0.71
Ulcer Index 8.09 6.07
Ratio: Return / Standard Deviation 0.76 0.83
Ratio: Return / Deepest Drawdown 0.21 0.23
Metrics calculated over the period 1 January 1986 - 30 June 2025
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Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

DRAWDOWN COMPARISON
Period: 1 July 1995 - 30 June 2025 (30 years)
Period: 1 January 1986 - 30 June 2025 (~40 years)
30 Years
(1995/07 - 2025/06)

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Gretchen Tai Portfolio Six Ways from Sunday
Drawdown
(%)
Recovery
(#Months)
From
To
Drawdown
(%)
Recovery
(#Months)
From
To
-41.80 40 Nov 2007
Feb 2011
-39.14 31 Jun 2008
Dec 2010
-23.59 30 Jan 2022
Jun 2024
-22.92 44 Apr 2000
Nov 2003
-19.67 12 Jan 2020
Dec 2020
-16.24 8 Jan 2020
Aug 2020
-14.34 16 Apr 2022
Jul 2023
-14.25 17 May 2011
Sep 2012
-13.29 10 May 2011
Feb 2012
-12.86 8 May 1998
Dec 1998
-12.03 12 May 1998
Apr 1999
-10.58 28 Feb 2001
May 2003
-10.37 15 Feb 2018
Apr 2019
-10.09 15 May 2015
Jul 2016
-9.70 14 May 2015
Jun 2016

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Gretchen Tai Portfolio Six Ways from Sunday
Drawdown
(%)
Recovery
(#Months)
From
To
Drawdown
(%)
Recovery
(#Months)
From
To
-41.80 40 Nov 2007
Feb 2011
-39.14 31 Jun 2008
Dec 2010
-23.59 30 Jan 2022
Jun 2024
-22.92 44 Apr 2000
Nov 2003
-19.67 12 Jan 2020
Dec 2020
-17.50 15 Sep 1987
Nov 1988
-16.24 8 Jan 2020
Aug 2020
-16.12 14 Jan 1990
Feb 1991
-15.75 16 Sep 1987
Dec 1988
-14.34 16 Apr 2022
Jul 2023
-14.25 17 May 2011
Sep 2012
-13.29 10 May 2011
Feb 2012
-12.86 8 May 1998
Dec 1998
-12.03 12 May 1998
Apr 1999
-10.58 28 Feb 2001
May 2003

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the Simulation Settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison
Annualized Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1986 - 30 June 2025 (~40 years)


Head To Head (Ptf 1 vs Ptf 2):
US Inflation Adjusted:

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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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Gretchen Tai Portfolio Six Ways from Sunday
Year Return
(%)
Drawdown
(%)
Return
(%)
Drawdown
(%)
2025
9.86 -1.75 5.52 -3.00
2024
8.64 -3.42 7.50 -4.45
2023
15.11 -9.20 10.86 -6.89
2022
-17.30 -23.59 -3.84 -14.34
2021
12.15 -3.19 21.86 -2.10
2020
12.24 -16.24 1.75 -19.67
2019
20.82 -3.77 18.22 -3.51
2018
-7.59 -10.37 -7.04 -9.43
2017
18.32 0.00 9.66 -0.36
2016
7.93 -3.80 10.61 -3.04
2015
-2.21 -8.93 -4.01 -9.20
2014
4.44 -3.36 7.00 -3.99
2013
14.58 -4.17 11.16 -4.12
2012
14.85 -6.38 12.35 -5.14
2011
-1.45 -14.25 3.38 -13.29
2010
12.51 -8.38 15.68 -8.16
2009
26.58 -15.87 23.77 -14.82
2008
-27.67 -32.64 -26.45 -32.07
2007
9.39 -4.36 9.69 -2.97
2006
17.39 -3.34 16.49 -2.20
2005
10.26 -3.11 13.58 -3.66
2004
15.60 -4.14 18.78 -4.09
2003
29.40 -2.98 24.09 -1.68
2002
-7.43 -14.03 -3.44 -9.90
2001
-6.29 -15.42 -3.08 -8.11
2000
-4.67 -9.28 8.56 -4.31
1999
22.01 -2.31 10.58 -2.60
1998
10.02 -12.86 4.74 -12.03
1997
11.39 -4.43 11.97 -2.82
1996
10.62 -3.29 16.58 -1.91
1995
17.98 -1.12 20.25 -1.37
1994
-0.51 -7.04 -2.33 -7.18
1993
26.87 -4.15 19.81 -4.68
1992
0.50 -4.36 5.94 -3.90
1991
30.31 -4.13 19.65 -3.35
1990
-8.54 -16.12 -5.36 -9.11
1989
25.15 -2.12 20.03 -1.09
1988
19.39 -3.11 15.52 -2.02
1987
4.96 -17.50 6.47 -15.75
1986
29.74 -4.54 24.09 -2.52
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