Scott Burns Couch Potato vs Betterment Robo Advisor 50 Portfolio Comparison

Last Update: 29 February 2024

The Scott Burns Couch Potato Portfolio obtained a 8.04% compound annual return, with a 8.75% 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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Scott Burns Couch Potato Portfolio Betterment Robo Advisor 50 Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 50% 49.9%
Fixed Income 50% 50.1%
Commodities 0% 0%
30 Years Stats Return +8.04% +7.19%
Std Dev 8.75% 9.28%
Max Drawdown -27.04% -30.72%
All time Stats
(Since Jan 1985)
Return +9.33% +9.17%
Std Dev 9.09% 9.51%
Max Drawdown -27.04% -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
Scott Burns Couch Potato Portfolio +2.14 +7.83 +15.05 +8.17 +6.96 +8.04 +9.33
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

Scott Burns Couch Potato Portfolio: an investment of 1$, since March 1994, now would be worth 10.17$, with a total return of 917.34% (8.04% 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).

Scott Burns Couch Potato Portfolio: an investment of 1$, since January 1985, now would be worth 32.87$, with a total return of 3187.35% (9.33% 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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Scott Burns Couch Potato 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
-27.04% Nov 2007 Feb 2009 (16) Apr 2010 (30) 11.90
-20.25% Jan 2022 Sep 2022 (9) In progress (26) 10.95
-19.77% Jan 2022 Sep 2022 (9) In progress (26) 10.88
-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
-10.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.92
-10.30% Sep 2000 Sep 2002 (25) May 2003 (33) 5.99
-9.49% May 2011 Sep 2011 (5) Feb 2012 (10) 3.89
-8.54% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.79
-8.06% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.64
-8.06% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.72
-7.45% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.24
-7.06% May 2015 Jan 2016 (9) Jul 2016 (15) 3.86
-6.25% May 2011 Sep 2011 (5) Dec 2011 (8) 2.31
-6.09% May 2010 Jun 2010 (2) Sep 2010 (5) 3.68
-6.07% Mar 1994 Jun 1994 (4) Feb 1995 (12) 3.51
-5.51% May 2010 Jun 2010 (2) Sep 2010 (5) 3.01
-5.47% Mar 2015 Sep 2015 (7) Apr 2016 (14) 2.66

Drawdown comparison chart since January 1985.

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Scott Burns Couch Potato 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
-27.04% Nov 2007 Feb 2009 (16) Apr 2010 (30) 11.90
-20.25% Jan 2022 Sep 2022 (9) In progress (26) 10.95
-19.77% Jan 2022 Sep 2022 (9) In progress (26) 10.88
-16.03% Sep 1987 Nov 1987 (3) Jan 1989 (17) 7.17
-14.26% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.63
-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
-10.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.92
-10.30% Sep 2000 Sep 2002 (25) May 2003 (33) 5.99
-9.49% May 2011 Sep 2011 (5) Feb 2012 (10) 3.89
-8.78% Feb 1994 Jun 1994 (5) Mar 1995 (14) 5.58
-8.54% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.79
-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
-7.55% Jan 1990 Apr 1990 (4) Jul 1990 (7) 4.01
-7.45% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.24

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
+2.88%
0.00%
+1.00%
-0.71%
2023
+14.66%
-6.50%
+12.47%
-7.29%
2022
-16.31%
-19.77%
-14.79%
-20.25%
2021
+15.67%
-2.76%
+7.95%
-2.64%
2020
+15.93%
-10.72%
+9.50%
-13.31%
2019
+19.51%
-2.63%
+17.41%
-2.78%
2018
-3.32%
-8.06%
-5.36%
-7.45%
2017
+12.07%
0.00%
+14.19%
0.00%
2016
+8.75%
-2.08%
+8.00%
-2.25%
2015
-0.70%
-5.47%
-1.55%
-6.85%
2014
+8.07%
-2.34%
+5.47%
-2.43%
2013
+12.48%
-3.18%
+10.19%
-3.88%
2012
+11.42%
-2.32%
+13.19%
-4.36%
2011
+7.12%
-6.25%
+1.17%
-9.49%
2010
+11.78%
-6.09%
+11.61%
-5.51%
2009
+18.92%
-9.98%
+23.06%
-11.58%
2008
-18.47%
-22.29%
-19.44%
-24.47%
2007
+8.64%
-1.70%
+8.19%
-2.74%
2006
+7.99%
-1.54%
+13.22%
-2.76%
2005
+4.40%
-1.83%
+9.54%
-2.36%
2004
+10.53%
-3.54%
+12.75%
-3.66%
2003
+19.38%
-1.09%
+24.96%
-1.03%
2002
-1.93%
-6.44%
-2.56%
-10.86%
2001
-1.68%
-8.57%
+1.49%
-8.54%
2000
+3.54%
-5.60%
+1.53%
-4.79%
1999
+9.67%
-3.30%
+17.87%
-2.47%
1998
+16.26%
-8.06%
+8.83%
-12.79%
1997
+21.85%
-3.41%
+10.06%
-3.98%
1996
+11.14%
-2.76%
+13.19%
-1.81%
1995
+29.40%
0.00%
+20.93%
-0.56%
1994
-3.21%
-8.78%
-3.66%
-7.31%
1993
+13.19%
-1.53%
+24.85%
-2.42%
1992
+8.92%
-2.25%
+5.53%
-2.73%
1991
+25.50%
-2.55%
+30.42%
-3.25%
1990
+1.06%
-7.58%
-2.59%
-11.61%
1989
+21.95%
-1.62%
+24.37%
-1.05%
1988
+11.91%
-2.50%
+16.22%
-2.20%
1987
+1.19%
-16.03%
+0.64%
-14.26%
1986
+16.48%
-5.55%
+21.70%
-4.04%
1985
+28.66%
-1.87%
+30.70%
-1.22%