Paul Boyer vs Betterment Robo Advisor 50 Portfolio Comparison

Last Update: 29 February 2024

The Paul Boyer Portfolio obtained a 6.03% compound annual return, with a 7.47% standard deviation, in the last 30 Years.

The Betterment Robo Advisor 50 Portfolio obtained a 7.19% compound annual return, with a 9.28% standard deviation, in the last 30 Years.

Summary

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Paul Boyer Portfolio Betterment Robo Advisor 50 Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 25% 49.9%
Fixed Income 50% 50.1%
Commodities 25% 0%
30 Years Stats Return +6.03% +7.19%
Std Dev 7.47% 9.28%
Max Drawdown -18.04% -30.72%
All time Stats
(Since Jan 1985)
Return +7.54% +9.17%
Std Dev 7.51% 9.51%
Max Drawdown -18.04% -30.72%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Paul Boyer Portfolio +0.35 +3.18 +4.54 +3.19 +3.16 +6.03 +7.54
Betterment Robo Advisor 50 Portfolio +1.72 +6.53 +11.06 +4.75 +4.88 +7.19 +9.17
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Paul Boyer Portfolio: an investment of 1$, since March 1994, now would be worth 5.80$, with a total return of 479.97% (6.03% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1$, since March 1994, now would be worth 8.03$, with a total return of 702.60% (7.19% annualized).

Paul Boyer Portfolio: an investment of 1$, since January 1985, now would be worth 17.22$, with a total return of 1622.42% (7.54% annualized).

Betterment Robo Advisor 50 Portfolio: an investment of 1$, since January 1985, now would be worth 31.10$, with a total return of 3009.72% (9.17% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Paul Boyer Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-30.72% Nov 2007 Feb 2009 (16) Apr 2010 (30) 14.13
-20.25% Jan 2022 Sep 2022 (9) In progress (26) 10.95
-18.04% Jun 2021 Oct 2022 (17) In progress (33) 9.70
-13.66% Mar 2008 Oct 2008 (8) Jul 2009 (17) 5.30
-13.31% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.81
-12.79% May 1998 Aug 1998 (4) Dec 1998 (8) 5.56
-10.86% May 2002 Sep 2002 (5) May 2003 (13) 5.87
-9.49% May 2011 Sep 2011 (5) Feb 2012 (10) 3.89
-9.22% May 1998 Aug 1998 (4) Apr 1999 (12) 4.01
-9.15% Feb 2015 Dec 2015 (11) Jun 2016 (17) 5.18
-8.62% Oct 2012 Jun 2013 (9) Jun 2014 (21) 4.10
-8.54% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.79
-7.45% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.24
-7.06% May 2015 Jan 2016 (9) Jul 2016 (15) 3.86
-6.74% Aug 2016 Dec 2016 (5) Jul 2017 (12) 3.32
-6.72% Feb 2018 Oct 2018 (9) Jun 2019 (17) 2.96
-5.64% Apr 2004 Apr 2004 (1) Oct 2004 (7) 3.55
-5.51% May 2010 Jun 2010 (2) Sep 2010 (5) 3.01
-4.97% Mar 2000 May 2000 (3) Jan 2001 (11) 2.55
-4.79% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.40

Drawdown comparison chart since January 1985.

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Paul Boyer Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-30.72% Nov 2007 Feb 2009 (16) Apr 2010 (30) 14.13
-20.25% Jan 2022 Sep 2022 (9) In progress (26) 10.95
-18.04% Jun 2021 Oct 2022 (17) In progress (33) 9.70
-14.26% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.63
-13.66% Mar 2008 Oct 2008 (8) Jul 2009 (17) 5.30
-13.31% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.81
-12.79% May 1998 Aug 1998 (4) Dec 1998 (8) 5.56
-11.61% Aug 1990 Sep 1990 (2) Feb 1991 (7) 6.17
-10.86% May 2002 Sep 2002 (5) May 2003 (13) 5.87
-9.49% May 2011 Sep 2011 (5) Feb 2012 (10) 3.89
-9.22% May 1998 Aug 1998 (4) Apr 1999 (12) 4.01
-9.15% Feb 2015 Dec 2015 (11) Jun 2016 (17) 5.18
-8.62% Oct 2012 Jun 2013 (9) Jun 2014 (21) 4.10
-8.54% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.79
-7.71% Mar 1987 Oct 1987 (8) Jun 1988 (16) 3.69
-7.55% Jan 1990 Apr 1990 (4) Jul 1990 (7) 4.01
-7.45% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.24
-7.31% Feb 1994 Jun 1994 (5) May 1995 (16) 5.36
-7.06% May 2015 Jan 2016 (9) Jul 2016 (15) 3.86
-6.93% Feb 1994 Jan 1995 (12) May 1995 (16) 4.74

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
-1.55%
-1.89%
+1.00%
-0.71%
2023
+7.92%
-7.34%
+12.47%
-7.29%
2022
-13.57%
-17.86%
-14.79%
-20.25%
2021
+0.51%
-3.38%
+7.95%
-2.64%
2020
+15.04%
-3.07%
+9.50%
-13.31%
2019
+13.97%
-1.05%
+17.41%
-2.78%
2018
-3.50%
-6.72%
-5.36%
-7.45%
2017
+11.87%
-0.61%
+14.19%
0.00%
2016
+7.19%
-6.74%
+8.00%
-2.25%
2015
-5.29%
-9.15%
-1.55%
-6.85%
2014
+6.63%
-3.72%
+5.47%
-2.43%
2013
-5.67%
-8.07%
+10.19%
-3.88%
2012
+6.80%
-2.93%
+13.19%
-4.36%
2011
+8.99%
-2.80%
+1.17%
-9.49%
2010
+15.54%
-0.81%
+11.61%
-5.51%
2009
+12.50%
-6.62%
+23.06%
-11.58%
2008
+1.32%
-13.66%
-19.44%
-24.47%
2007
+16.13%
-0.86%
+8.19%
-2.74%
2006
+12.57%
-3.53%
+13.22%
-2.76%
2005
+11.99%
-2.10%
+9.54%
-2.36%
2004
+9.39%
-5.64%
+12.75%
-3.66%
2003
+17.95%
-2.85%
+24.96%
-1.03%
2002
+9.85%
-4.44%
-2.56%
-10.86%
2001
+3.66%
-3.75%
+1.49%
-8.54%
2000
+2.00%
-4.97%
+1.53%
-4.79%
1999
+9.10%
-3.56%
+17.87%
-2.47%
1998
+2.30%
-9.22%
+8.83%
-12.79%
1997
+0.72%
-4.04%
+10.06%
-3.98%
1996
+3.88%
-3.10%
+13.19%
-1.81%
1995
+14.46%
-0.96%
+20.93%
-0.56%
1994
-5.01%
-6.22%
-3.66%
-7.31%
1993
+25.08%
-1.38%
+24.85%
-2.42%
1992
+3.02%
-1.92%
+5.53%
-2.73%
1991
+24.71%
-1.74%
+30.42%
-3.25%
1990
+0.64%
-5.76%
-2.59%
-11.61%
1989
+21.34%
-0.54%
+24.37%
-1.05%
1988
+7.47%
-2.31%
+16.22%
-2.20%
1987
-0.04%
-7.71%
+0.64%
-14.26%
1986
+17.71%
-1.63%
+21.70%
-4.04%
1985
+21.84%
-2.32%
+30.70%
-1.22%