Paul Boyer vs Scott Burns Couch Potato Portfolio Comparison

Period: January 1985 - September 2024 (~40 years)
Consolidated Returns as of 30 September 2024
Rebalancing: at every Jan 1st
Currency: USD
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Paul Boyer Portfolio
1.00$
Initial Capital
October 1994
6.62$
Final Capital
September 2024
6.50%
Yearly Return
7.50
Std Deviation
-18.04%
Max Drawdown
39 months
Recovery Period
Scott Burns Couch Potato Portfolio
1.00$
Initial Capital
October 1994
11.54$
Final Capital
September 2024
8.49%
Yearly Return
8.71
Std Deviation
-27.04%
Max Drawdown
30 months
Recovery Period
Paul Boyer Portfolio
1.00$
Initial Capital
January 1985
19.46$
Final Capital
September 2024
7.75%
Yearly Return
7.51
Std Deviation
-18.04%
Max Drawdown
39 months
Recovery Period
Scott Burns Couch Potato Portfolio
1.00$
Initial Capital
January 1985
36.02$
Final Capital
September 2024
9.44%
Yearly Return
9.06
Std Deviation
-27.04%
Max Drawdown
30 months
Recovery Period

The Paul Boyer Portfolio obtained a 6.50% compound annual return, with a 7.50% standard deviation, in the last 30 Years.

The Scott Burns Couch Potato Portfolio obtained a 8.49% compound annual return, with a 8.71% standard deviation, in the last 30 Years.

Returns as of Sep 30, 2024

The portfolios guaranteed the following returns.

RETURN COMPARISON
Period: 1 January 1985 - 30 September 2024 (~40 years)
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Return (%) as of Sep 30, 2024
YTD
(9M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~40Y)
Paul Boyer Portfolio
Paul Boyer 		11.26 2.90 9.49 21.85 4.14 4.41 6.50 7.75
Couch Potato
Scott Burns 		12.72 1.78 7.41 22.39 8.78 7.61 8.49 9.44
Return over 1 year are annualized.

Capital Growth as of Sep 30, 2024

Paul Boyer Portfolio: an investment of 1$, since October 1994, now would be worth 6.62$, with a total return of 562.05% (6.50% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1$, since October 1994, now would be worth 11.54$, with a total return of 1054.20% (8.49% annualized).


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Paul Boyer Portfolio: an investment of 1$, since January 1985, now would be worth 19.46$, with a total return of 1846.39% (7.75% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1$, since January 1985, now would be worth 36.02$, with a total return of 3501.62% (9.44% annualized).


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Metrics as of Sep 30, 2024

The following metrics, updated as of 30 September 2024, provide an overview of performance and risk.

METRIC COMPARISON
Period: 1 October 2023 - 30 September 2024 (1 year)
Period: 1 October 2019 - 30 September 2024 (5 years)
Period: 1 October 2014 - 30 September 2024 (10 years)
Period: 1 October 1994 - 30 September 2024 (30 years)
Period: 1 January 1985 - 30 September 2024 (~40 years)
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Paul Boyer Portfolio Couch Potato
Author Paul Boyer Scott Burns
ASSET ALLOCATION
Stocks 25% 50%
Fixed Income 50% 50%
Commodities 25% 0%
PERFORMANCES
Annualized Return (%) 21.85 22.39
Infl. Adjusted Return (%) 19.20 19.73
DRAWDOWN
Deepest Drawdown Depth (%) -1.89 -3.08
Start to Recovery (months) 3 2
Longest Drawdown Depth (%) -1.89 -1.75
Start to Recovery (months) 3 2
Longest Negative Period (months) 2 2
RISK INDICATORS
Standard Deviation (%) 7.83 8.06
Sharpe Ratio 2.11 2.11
Sortino Ratio 2.95 2.83
Ulcer Index 0.82 0.98
Ratio: Return / Standard Deviation 2.79 2.78
Ratio: Return / Deepest Drawdown 11.54 7.27
Metrics calculated over the period 1 October 2023 - 30 September 2024
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Paul Boyer Portfolio Couch Potato
Author Paul Boyer Scott Burns
ASSET ALLOCATION
Stocks 25% 50%
Fixed Income 50% 50%
Commodities 25% 0%
PERFORMANCES
Annualized Return (%) 4.14 8.78
Infl. Adjusted Return (%) 0.00 4.45
DRAWDOWN
Deepest Drawdown Depth (%) -18.04 -19.77
Start to Recovery (months) 39 27
Longest Drawdown Depth (%) -18.04 -19.77
Start to Recovery (months) 39 27
Longest Negative Period (months) 48 32
RISK INDICATORS
Standard Deviation (%) 8.92 11.46
Sharpe Ratio 0.22 0.58
Sortino Ratio 0.32 0.75
Ulcer Index 7.42 7.44
Ratio: Return / Standard Deviation 0.46 0.77
Ratio: Return / Deepest Drawdown 0.23 0.44
Metrics calculated over the period 1 October 2019 - 30 September 2024
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Paul Boyer Portfolio Couch Potato
Author Paul Boyer Scott Burns
ASSET ALLOCATION
Stocks 25% 50%
Fixed Income 50% 50%
Commodities 25% 0%
PERFORMANCES
Annualized Return (%) 4.41 7.61
Infl. Adjusted Return (%) 1.53 4.64
DRAWDOWN
Deepest Drawdown Depth (%) -18.04 -19.77
Start to Recovery (months) 39 27
Longest Drawdown Depth (%) -18.04 -19.77
Start to Recovery (months) 39 27
Longest Negative Period (months) 50 32
RISK INDICATORS
Standard Deviation (%) 7.70 9.28
Sharpe Ratio 0.38 0.66
Sortino Ratio 0.56 0.87
Ulcer Index 5.85 5.48
Ratio: Return / Standard Deviation 0.57 0.82
Ratio: Return / Deepest Drawdown 0.24 0.38
Metrics calculated over the period 1 October 2014 - 30 September 2024
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Paul Boyer Portfolio Couch Potato
Author Paul Boyer Scott Burns
ASSET ALLOCATION
Stocks 25% 50%
Fixed Income 50% 50%
Commodities 25% 0%
PERFORMANCES
Annualized Return (%) 6.50 8.49
Infl. Adjusted Return (%) 3.90 5.84
DRAWDOWN
Deepest Drawdown Depth (%) -18.04 -27.04
Start to Recovery (months) 39 30
Longest Drawdown Depth (%) -18.04 -10.30
Start to Recovery (months) 39 33
Longest Negative Period (months) 50 62
RISK INDICATORS
Standard Deviation (%) 7.50 8.71
Sharpe Ratio 0.56 0.71
Sortino Ratio 0.79 0.93
Ulcer Index 3.99 5.17
Ratio: Return / Standard Deviation 0.87 0.98
Ratio: Return / Deepest Drawdown 0.36 0.31
Metrics calculated over the period 1 October 1994 - 30 September 2024
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Paul Boyer Portfolio Couch Potato
Author Paul Boyer Scott Burns
ASSET ALLOCATION
Stocks 25% 50%
Fixed Income 50% 50%
Commodities 25% 0%
PERFORMANCES
Annualized Return (%) 7.75 9.44
Infl. Adjusted Return (%) 4.84 6.47
DRAWDOWN
Deepest Drawdown Depth (%) -18.04 -27.04
Start to Recovery (months) 39 30
Longest Drawdown Depth (%) -18.04 -10.30
Start to Recovery (months) 39 33
Longest Negative Period (months) 50 62
RISK INDICATORS
Standard Deviation (%) 7.51 9.06
Sharpe Ratio 0.61 0.70
Sortino Ratio 0.87 0.92
Ulcer Index 3.70 4.87
Ratio: Return / Standard Deviation 1.03 1.04
Ratio: Return / Deepest Drawdown 0.43 0.35
Metrics calculated over the period 1 January 1985 - 30 September 2024

Drawdowns

DRAWDOWN COMPARISON
Period: 1 October 1994 - 30 September 2024 (30 years)
Period: 1 January 1985 - 30 September 2024 (~40 years)

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Paul Boyer Portfolio Couch Potato
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-27.04 30 Nov 2007
Apr 2010
-19.77 27 Jan 2022
Mar 2024
-18.04 39 Jun 2021
Aug 2024
-13.66 17 Mar 2008
Jul 2009
-10.72 5 Feb 2020
Jun 2020
-10.30 33 Sep 2000
May 2003
-9.22 12 May 1998
Apr 1999
-9.15 17 Feb 2015
Jun 2016
-8.62 21 Oct 2012
Jun 2014
-8.06 8 Sep 2018
Apr 2019
-8.06 5 Jul 1998
Nov 1998
-6.74 12 Aug 2016
Jul 2017
-6.72 17 Feb 2018
Jun 2019
-6.25 8 May 2011
Dec 2011
-6.09 5 May 2010
Sep 2010

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Paul Boyer Portfolio Couch Potato
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-27.04 30 Nov 2007
Apr 2010
-19.77 27 Jan 2022
Mar 2024
-18.04 39 Jun 2021
Aug 2024
-16.03 17 Sep 1987
Jan 1989
-13.66 17 Mar 2008
Jul 2009
-10.72 5 Feb 2020
Jun 2020
-10.30 33 Sep 2000
May 2003
-9.22 12 May 1998
Apr 1999
-9.15 17 Feb 2015
Jun 2016
-8.78 14 Feb 1994
Mar 1995
-8.62 21 Oct 2012
Jun 2014
-8.06 8 Sep 2018
Apr 2019
-8.06 5 Jul 1998
Nov 1998
-7.71 16 Mar 1987
Jun 1988
-7.58 6 Aug 1990
Jan 1991

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
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1985 - 30 September 2024 (~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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Paul Boyer Portfolio Couch Potato
Year Return Drawdown Return Drawdown
2024
 11.26% -1.89% 12.72% -3.08%
2023
 7.92% -7.34% 14.66% -6.50%
2022
 -13.57% -17.86% -16.31% -19.77%
2021
 0.51% -3.38% 15.67% -2.76%
2020
 15.04% -3.07% 15.93% -10.72%
2019
 13.97% -1.05% 19.51% -2.63%
2018
 -3.50% -6.72% -3.32% -8.06%
2017
 11.87% -0.61% 12.07% 0.00%
2016
 7.19% -6.74% 8.75% -2.08%
2015
 -5.29% -9.15% -0.70% -5.47%
2014
 6.63% -3.72% 8.07% -2.34%
2013
 -5.67% -8.07% 12.48% -3.18%
2012
 6.80% -2.93% 11.42% -2.32%
2011
 8.99% -2.80% 7.12% -6.25%
2010
 15.54% -0.81% 11.78% -6.09%
2009
 12.50% -6.62% 18.92% -9.98%
2008
 1.32% -13.66% -18.47% -22.29%
2007
 16.13% -0.86% 8.64% -1.70%
2006
 12.57% -3.53% 7.99% -1.54%
2005
 11.99% -2.10% 4.40% -1.83%
2004
 9.39% -5.64% 10.53% -3.54%
2003
 17.95% -2.85% 19.38% -1.09%
2002
 9.85% -4.44% -1.93% -6.44%
2001
 3.66% -3.75% -1.68% -8.57%
2000
 2.00% -4.97% 3.54% -5.60%
1999
 9.10% -3.56% 9.67% -3.30%
1998
 2.30% -9.22% 16.26% -8.06%
1997
 0.72% -4.04% 21.85% -3.41%
1996
 3.88% -3.10% 11.14% -2.76%
1995
 14.46% -0.96% 29.40% 0.00%
1994
 -5.01% -6.22% -3.21% -8.78%
1993
 25.08% -1.38% 13.19% -1.53%
1992
 3.02% -1.92% 8.92% -2.25%
1991
 24.71% -1.74% 25.50% -2.55%
1990
 0.64% -5.76% 1.06% -7.58%
1989
 21.34% -0.54% 21.95% -1.62%
1988
 7.47% -2.31% 11.91% -2.50%
1987
 -0.04% -7.71% 1.19% -16.03%
1986
 17.71% -1.63% 16.48% -5.55%
1985
 21.84% -2.32% 28.66% -1.87%