Scott Burns Margaritaville vs Betterment Robo Advisor 50 Portfolio Comparison

Last Update: 29 February 2024

The Scott Burns Margaritaville Portfolio obtained a 7.20% compound annual return, with a 10.82% 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 Margaritaville Portfolio Betterment Robo Advisor 50 Portfolio
Portfolio Risk High Medium
Asset Allocation Stocks 67% 49.9%
Fixed Income 33% 50.1%
Commodities 0% 0%
30 Years Stats Return +7.20% +7.19%
Std Dev 10.82% 9.28%
Max Drawdown -38.70% -30.72%
All time Stats
(Since Jan 1985)
Return +9.13% +9.17%
Std Dev 10.98% 9.51%
Max Drawdown -38.70% -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 Margaritaville Portfolio +2.50 +7.87 +14.54 +7.48 +6.19 +7.20 +9.13
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 Margaritaville Portfolio: an investment of 1$, since March 1994, now would be worth 8.06$, with a total return of 705.65% (7.20% 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 Margaritaville Portfolio: an investment of 1$, since January 1985, now would be worth 30.63$, with a total return of 2962.90% (9.13% 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 Margaritaville 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
-38.70% Nov 2007 Feb 2009 (16) Jan 2011 (39) 17.28
-30.72% Nov 2007 Feb 2009 (16) Apr 2010 (30) 14.13
-22.41% Apr 2000 Sep 2002 (30) Dec 2003 (45) 12.64
-21.96% Jan 2022 Sep 2022 (9) In progress (26) 11.18
-20.25% Jan 2022 Sep 2022 (9) In progress (26) 10.95
-14.40% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.43
-13.31% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.81
-12.82% May 2011 Sep 2011 (5) Feb 2012 (10) 5.70
-12.79% May 1998 Aug 1998 (4) Dec 1998 (8) 5.56
-10.86% May 2002 Sep 2002 (5) May 2003 (13) 5.87
-9.97% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.17
-9.72% Jul 1998 Aug 1998 (2) Nov 1998 (5) 5.14
-9.68% May 2015 Feb 2016 (10) Sep 2016 (17) 4.94
-9.49% May 2011 Sep 2011 (5) Feb 2012 (10) 3.89
-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
-5.67% Apr 2012 May 2012 (2) Aug 2012 (5) 2.64
-5.51% May 2010 Jun 2010 (2) Sep 2010 (5) 3.01
-4.79% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.40

Drawdown comparison chart since January 1985.

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Scott Burns Margaritaville 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
-38.70% Nov 2007 Feb 2009 (16) Jan 2011 (39) 17.28
-30.72% Nov 2007 Feb 2009 (16) Apr 2010 (30) 14.13
-22.41% Apr 2000 Sep 2002 (30) Dec 2003 (45) 12.64
-21.96% Jan 2022 Sep 2022 (9) In progress (26) 11.18
-20.25% Jan 2022 Sep 2022 (9) In progress (26) 10.95
-15.03% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.97
-14.53% Jan 1990 Sep 1990 (9) Feb 1991 (14) 7.51
-14.40% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.43
-14.26% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.63
-13.31% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.81
-12.82% May 2011 Sep 2011 (5) Feb 2012 (10) 5.70
-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
-9.97% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.17
-9.72% Jul 1998 Aug 1998 (2) Nov 1998 (5) 5.14
-9.68% May 2015 Feb 2016 (10) Sep 2016 (17) 4.94
-9.49% May 2011 Sep 2011 (5) Feb 2012 (10) 3.89
-8.54% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.79
-7.55% Jan 1990 Apr 1990 (4) Jul 1990 (7) 4.01

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
+2.45%
-0.06%
+1.00%
-0.71%
2023
+15.17%
-7.90%
+12.47%
-7.29%
2022
-16.10%
-21.96%
-14.79%
-20.25%
2021
+13.33%
-2.96%
+7.95%
-2.64%
2020
+14.40%
-14.40%
+9.50%
-13.31%
2019
+20.39%
-3.64%
+17.41%
-2.78%
2018
-6.92%
-9.97%
-5.36%
-7.45%
2017
+17.22%
0.00%
+14.19%
0.00%
2016
+7.53%
-3.63%
+8.00%
-2.25%
2015
-2.03%
-8.70%
-1.55%
-6.85%
2014
+3.95%
-3.16%
+5.47%
-2.43%
2013
+13.25%
-4.31%
+10.19%
-3.88%
2012
+13.94%
-5.67%
+13.19%
-4.36%
2011
+0.08%
-12.82%
+1.17%
-9.49%
2010
+11.85%
-8.08%
+11.61%
-5.51%
2009
+25.18%
-13.70%
+23.06%
-11.58%
2008
-26.90%
-30.74%
-19.44%
-24.47%
2007
+10.88%
-2.84%
+8.19%
-2.74%
2006
+14.22%
-2.59%
+13.22%
-2.76%
2005
+8.11%
-2.37%
+9.54%
-2.36%
2004
+13.95%
-3.39%
+12.75%
-3.66%
2003
+26.41%
-2.95%
+24.96%
-1.03%
2002
-6.46%
-11.78%
-2.56%
-10.86%
2001
-7.87%
-14.71%
+1.49%
-8.54%
2000
-2.92%
-8.17%
+1.53%
-4.79%
1999
+16.49%
-2.94%
+17.87%
-2.47%
1998
+16.12%
-9.72%
+8.83%
-12.79%
1997
+14.48%
-4.68%
+10.06%
-3.98%
1996
+9.11%
-2.95%
+13.19%
-1.81%
1995
+21.08%
-0.70%
+20.93%
-0.56%
1994
+1.10%
-5.54%
-3.66%
-7.31%
1993
+18.69%
-4.43%
+24.85%
-2.42%
1992
+1.10%
-5.71%
+5.53%
-2.73%
1991
+20.28%
-3.87%
+30.42%
-3.25%
1990
-7.54%
-14.53%
-2.59%
-11.61%
1989
+19.01%
-1.19%
+24.37%
-1.05%
1988
+16.51%
-3.08%
+16.22%
-2.20%
1987
+10.87%
-15.03%
+0.64%
-14.26%
1986
+31.94%
-5.15%
+21.70%
-4.04%
1985
+35.93%
-1.79%
+30.70%
-1.22%