Warren Buffett Berkshire Hathaway Portfolio vs US Stocks Portfolio Portfolio Comparison

Simulation Settings
Period: April 1980 - July 2025 (~45 years)
Consolidated Returns as of 31 July 2025
Initial Amount: 1$
Currency: USD
Inflation: US
(Change Settings)
The minimum date range must be at least 12 months. 'Date To' cannot be beyond July 2025.
Reset settings
Close
Results
30 Years
(1995/08 - 2025/07)
All Data
(1980/04 - 2025/07)
Inflation Adjusted:
Warren Buffett Berkshire Hathaway Portfolio
1.00$
Invested Capital
August 1995
29.08$
Final Capital
July 2025
11.89%
Yearly Return
19.43%
Std Deviation
-44.49%
Max Drawdown
61months
Recovery Period
1.00$
Invested Capital
August 1995
13.77$
Final Capital
July 2025
9.14%
Yearly Return
19.43%
Std Deviation
-46.19%
Max Drawdown
68months
Recovery Period
1.00$
Invested Capital
April 1980
2.77 K$
Final Capital
July 2025
19.11%
Yearly Return
21.77%
Std Deviation
-44.49%
Max Drawdown
61months
Recovery Period
1.00$
Invested Capital
April 1980
688.27$
Final Capital
July 2025
15.50%
Yearly Return
21.77%
Std Deviation
-46.19%
Max Drawdown
68months
Recovery Period
US Stocks Portfolio
1.00$
Invested Capital
August 1995
18.93$
Final Capital
July 2025
10.30%
Yearly Return
15.65%
Std Deviation
-50.84%
Max Drawdown
53months
Recovery Period
1.00$
Invested Capital
August 1995
8.96$
Final Capital
July 2025
7.58%
Yearly Return
15.65%
Std Deviation
-51.65%
Max Drawdown
63months
Recovery Period
1.00$
Invested Capital
April 1980
167.45$
Final Capital
July 2025
11.96%
Yearly Return
15.36%
Std Deviation
-50.84%
Max Drawdown
53months
Recovery Period
1.00$
Invested Capital
April 1980
41.63$
Final Capital
July 2025
8.57%
Yearly Return
15.36%
Std Deviation
-51.65%
Max Drawdown
63months
Recovery Period

As of July 2025, in the previous 30 Years, the Warren Buffett Berkshire Hathaway Portfolio obtained a 11.89% compound annual return, with a 19.43% standard deviation. It suffered a maximum drawdown of -44.49% that required 61 months to be recovered.

As of July 2025, in the previous 30 Years, the US Stocks Portfolio obtained a 10.30% compound annual return, with a 15.65% standard deviation. It suffered a maximum drawdown of -50.84% that required 53 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.
Mastering Etf Investing
Mastering ETF Investing
Build wealth
with Lazy Portfolios and Passive Investing
Set your goal
Use top metrics to evaluate
Join the passive investing strategy
Exclusive new asset allocations in EUR and USD
Buy now
English book
Buy now
Italian book

Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

Warren Buffett Berkshire Hathaway Portfolio
Weight
(%)		 Ticker Name
100.00
BRK.A
Berkshire Hathaway Inc Class A
US Stocks Portfolio
Weight
(%)		 Ticker Name
100.00
VTI
Vanguard Total Stock Market
Test Your Asset Allocation
Evaluate your portfolio strategy in 7 different currencies
Try the Backtest Tool

Portfolio Returns as of Jul 31, 2025

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • dividend reinvestment, when applicable.
Return Comparison
Capital Growth
30 Years
(1995/08 - 2025/07)
All Data
(1980/04 - 2025/07)
Inflation Adjusted:
Swipe left to see all data
Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Warren Buffett Berkshire Hathaway
Warren Buffett 		1 $ 29.08 $ 2 808.48% 11.89%
US Stocks
 1 $ 18.93 $ 1 792.57% 10.30%
Aug 1995 Jul 2025

Loading data
Please wait
Swipe left to see all data
Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Warren Buffett Berkshire Hathaway
Warren Buffett 		1 $ 13.77 $ 1 277.45% 9.14%
US Stocks
 1 $ 8.96 $ 796.32% 7.58%
Aug 1995 Jul 2025

Loading data
Please wait
Swipe left to see all data
Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Warren Buffett Berkshire Hathaway
Warren Buffett 		1 $ 2 768.67 $ 276 767.37% 19.11%
US Stocks
 1 $ 167.45 $ 16 645.49% 11.96%
Apr 1980 Jul 2025

Loading data
Please wait
Swipe left to see all data
Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Warren Buffett Berkshire Hathaway
Warren Buffett 		1 $ 688.27 $ 68 726.92% 15.50%
US Stocks
 1 $ 41.63 $ 4 062.79% 8.57%
Apr 1980 Jul 2025

Loading data
Please wait
Swipe left to see all data
Return (%) as of Jul 31, 2025
YTD
(7M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~45Y)
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_warren_buffett.webp Berkshire Hathaway
Warren Buffett 		5.72 -1.23 2.45 9.20 19.64 12.90 11.89 19.11
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_us_author.webp US Stocks
-- Market Benchmark 		7.98 2.29 4.80 15.53 15.11 12.97 10.30 11.96
Returns over 1 year are annualized.
Explore All Lazy Portfolios
Tailored Portfolios for every Investment Strategy
Readings that may interest you

Portfolio Metrics as of Jul 31, 2025

The following metrics, updated as of 31 July 2025, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON
Period: 1 August 2024 - 31 July 2025 (1 year)
Period: 1 August 2020 - 31 July 2025 (5 years)
Period: 1 August 2015 - 31 July 2025 (10 years)
Period: 1 August 1995 - 31 July 2025 (30 years)
Period: 1 April 1980 - 31 July 2025 (~45 years)
1 Year
5 Years
10 Years
30 Years
All (1980/04 - 2025/07)
Swipe left to see all data
Berkshire Hathaway US Stocks
Author Warren Buffett
ASSET ALLOCATION
Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 9.20 15.53
Infl. Adjusted (%) 6.26 12.42
DRAWDOWN
Deepest Drawdown Depth (%) -10.08 -8.40
Start to Recovery (months) 3* 7
Longest Drawdown Depth (%) -10.08 -8.40
Start to Recovery (months) 3* 7
Longest Negative Period (months) 8* 8
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 18.25 12.74
Sharpe Ratio 0.26 0.86
Sortino Ratio 0.40 1.17
Ulcer Index 4.77 3.41
Ratio: Return / Standard Deviation 0.50 1.22
Ratio: Return / Deepest Drawdown 0.91 1.85
Metrics calculated over the period 1 August 2024 - 31 July 2025
Swipe left to see all data
Berkshire Hathaway US Stocks
Author Warren Buffett
ASSET ALLOCATION
Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 19.64 15.11
Infl. Adjusted (%) 14.48 10.14
DRAWDOWN
Deepest Drawdown Depth (%) -23.15 -24.81
Start to Recovery (months) 16 24
Longest Drawdown Depth (%) -23.15 -24.81
Start to Recovery (months) 16 24
Longest Negative Period (months) 19 30
RISK INDICATORS
Standard Deviation (%) 19.75 16.38
Sharpe Ratio 0.86 0.75
Sortino Ratio 1.21 1.02
Ulcer Index 7.40 8.64
Ratio: Return / Standard Deviation 0.99 0.92
Ratio: Return / Deepest Drawdown 0.85 0.61
Metrics calculated over the period 1 August 2020 - 31 July 2025
Swipe left to see all data
Berkshire Hathaway US Stocks
Author Warren Buffett
ASSET ALLOCATION
Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 12.90 12.97
Infl. Adjusted (%) 9.53 9.60
DRAWDOWN
Deepest Drawdown Depth (%) -23.15 -24.81
Start to Recovery (months) 16 24
Longest Drawdown Depth (%) -23.15 -24.81
Start to Recovery (months) 16 24
Longest Negative Period (months) 34 30
RISK INDICATORS
Standard Deviation (%) 17.86 15.89
Sharpe Ratio 0.62 0.70
Sortino Ratio 0.88 0.93
Ulcer Index 7.32 7.03
Ratio: Return / Standard Deviation 0.72 0.82
Ratio: Return / Deepest Drawdown 0.56 0.52
Metrics calculated over the period 1 August 2015 - 31 July 2025
Swipe left to see all data
Berkshire Hathaway US Stocks
Author Warren Buffett
ASSET ALLOCATION
Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 11.89 10.30
Infl. Adjusted (%) 9.14 7.58
DRAWDOWN
Deepest Drawdown Depth (%) -44.49 -50.84
Start to Recovery (months) 61 53
Longest Drawdown Depth (%) -43.81 -43.94
Start to Recovery (months) 65 67
Longest Negative Period (months) 64 139
RISK INDICATORS
Standard Deviation (%) 19.43 15.65
Sharpe Ratio 0.50 0.51
Sortino Ratio 0.73 0.67
Ulcer Index 12.26 14.32
Ratio: Return / Standard Deviation 0.61 0.66
Ratio: Return / Deepest Drawdown 0.27 0.20
Metrics calculated over the period 1 August 1995 - 31 July 2025
Swipe left to see all data
Berkshire Hathaway US Stocks
Author Warren Buffett
ASSET ALLOCATION
Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 19.11 11.96
Infl. Adjusted (%) 15.50 8.57
DRAWDOWN
Deepest Drawdown Depth (%) -44.49 -50.84
Start to Recovery (months) 61 53
Longest Drawdown Depth (%) -43.81 -43.94
Start to Recovery (months) 65 67
Longest Negative Period (months) 64 139
RISK INDICATORS
Standard Deviation (%) 21.77 15.36
Sharpe Ratio 0.70 0.52
Sortino Ratio 1.06 0.69
Ulcer Index 11.32 12.34
Ratio: Return / Standard Deviation 0.88 0.78
Ratio: Return / Deepest Drawdown 0.43 0.24
Metrics calculated over the period 1 April 1980 - 31 July 2025
Mastering Etf Investing
Mastering ETF Investing
Build wealth
with Lazy Portfolios and Passive Investing
Buy now
English book
Buy now
Italian book

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 August 1995 - 31 July 2025 (30 years)
Period: 1 April 1980 - 31 July 2025 (~45 years)
30 Years
(1995/08 - 2025/07)

Loading data
Please wait
Swipe left to see all data
Berkshire Hathaway US Stocks
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-50.84 53 Nov 2007
Mar 2012
-44.49 61 Jan 2008
Jan 2013
-43.94 67 Sep 2000
Mar 2006
-43.81 65 Jul 1998
Nov 2003
-24.81 24 Jan 2022
Dec 2023
-23.15 16 Apr 2022
Jul 2023
-21.29 11 Jan 2020
Nov 2020
-20.84 7 Jan 2020
Jul 2020
-17.57 5 Jul 1998
Nov 1998
-14.20 7 Oct 2018
Apr 2019
-14.08 12 Mar 1996
Feb 1997
-14.00 23 Jan 2015
Nov 2016
-13.23 30 Mar 2004
Aug 2006
-12.78 10 Feb 2018
Nov 2018
-12.08 6 Aug 1997
Jan 1998

Loading data
Please wait
Swipe left to see all data
Berkshire Hathaway US Stocks
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-50.84 53 Nov 2007
Mar 2012
-44.49 61 Jan 2008
Jan 2013
-43.94 67 Sep 2000
Mar 2006
-43.81 65 Jul 1998
Nov 2003
-32.28 17 Jan 1990
May 1991
-31.28 10 Oct 1987
Jul 1988
-29.34 21 Sep 1987
May 1989
-24.81 24 Jan 2022
Dec 2023
-23.15 16 Apr 2022
Jul 2023
-21.29 11 Jan 2020
Nov 2020
-20.84 7 Jan 2020
Jul 2020
-17.85 23 Dec 1980
Oct 1982
-17.57 5 Jul 1998
Nov 1998
-17.39 11 Dec 1981
Oct 1982
-16.20 9 Jun 1990
Feb 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
Annualized Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 April 1980 - 31 July 2025 (~45 years)


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

Loading data
Please wait

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.

Swipe left to see all data
Berkshire Hathaway US Stocks
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2025
 5.72 -10.08 7.98 -8.31
2024
 25.49 -5.96 23.81 -4.34
2023
 15.77 -5.29 26.05 -9.11
2022
 4.00 -23.15 -19.51 -24.81
2021
 29.57 -5.65 25.67 -4.46
2020
 2.42 -21.29 21.03 -20.84
2019
 10.98 -8.62 30.67 -6.45
2018
 2.82 -12.78 -5.21 -14.20
2017
 21.91 -3.63 21.21 0.00
2016
 23.42 -4.46 12.83 -5.73
2015
 -12.48 -13.61 0.36 -8.84
2014
 27.04 -4.72 12.54 -3.17
2013
 32.70 -3.94 33.45 -3.03
2012
 16.82 -2.50 16.45 -6.82
2011
 -4.73 -18.66 0.97 -17.58
2010
 21.42 -13.05 17.42 -13.26
2009
 2.69 -18.63 28.89 -17.72
2008
 -31.78 -31.78 -36.98 -38.08
2007
 28.74 -3.51 5.37 -5.23
2006
 24.11 -3.01 15.69 -3.22
2005
 0.82 -9.09 6.31 -4.48
2004
 4.33 -11.43 12.79 -3.56
2003
 15.81 -15.19 30.75 -4.27
2002
 -3.77 -11.64 -20.47 -27.18
2001
 6.48 -7.82 -10.97 -23.65
2000
 26.56 -21.57 -10.57 -15.87
1999
 -19.86 -28.01 23.81 -6.42
1998
 52.17 -23.89 23.26 -17.57
1997
 34.90 -12.08 30.99 -4.56
1996
 6.23 -14.08 20.96 -6.17
1995
 57.35 -12.20 35.79 -1.17
1994
 24.96 -5.36 -0.17 -7.43
1993
 38.94 -6.85 10.62 -2.77
1992
 29.83 -4.20 9.11 -2.40
1991
 35.58 -5.92 32.39 -4.47
1990
 -23.05 -32.28 -6.08 -16.20
1989
 84.57 -4.35 28.12 -3.05
1988
 59.32 -2.08 17.32 -3.42
1987
 4.61 -31.28 2.61 -29.34
1986
 14.17 -15.87 14.57 -7.92
1985
 93.73 -5.90 31.27 -4.77
1984
 -2.67 -6.42 2.19 -9.02
1983
 69.03 -7.61 22.66 -4.00
1982
 38.39 -15.18 20.50 -11.21
1981
 31.76 -11.54 -4.15 -12.79
Mastering Etf Investing
Mastering ETF Investing
Build wealth
with Lazy Portfolios and Passive Investing
Buy now
English book
Buy now
Italian book