Warren Buffett Portfolio vs US Stocks Minimum Volatility Portfolio Portfolio Comparison

Simulation Settings
Period: January 1985 - April 2025 (~40 years)
Consolidated Returns as of 30 April 2025
Rebalancing: at every Jan 1st
Currency: USD
Inflation: US
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Results
30 Years
All (since January 1985)
Inflation Adjusted:
Warren Buffett Portfolio
1.00$
Initial Capital
May 1995
16.48$
Final Capital
April 2025
9.79%
Yearly Return
13.70%
Std Deviation
-45.52%
Max Drawdown
42months
Recovery Period
1.00$
Initial Capital
May 1995
7.81$
Final Capital
April 2025
7.09%
Yearly Return
13.70%
Std Deviation
-47.08%
Max Drawdown
149months
Recovery Period
1.00$
Initial Capital
January 1985
65.40$
Final Capital
April 2025
10.92%
Yearly Return
13.73%
Std Deviation
-45.52%
Max Drawdown
42months
Recovery Period
1.00$
Initial Capital
January 1985
21.53$
Final Capital
April 2025
7.91%
Yearly Return
13.73%
Std Deviation
-47.08%
Max Drawdown
149months
Recovery Period
US Stocks Minimum Volatility Portfolio
1.00$
Initial Capital
May 1995
16.80$
Final Capital
April 2025
9.86%
Yearly Return
13.74%
Std Deviation
-43.27%
Max Drawdown
40months
Recovery Period
1.00$
Initial Capital
May 1995
7.96$
Final Capital
April 2025
7.16%
Yearly Return
13.74%
Std Deviation
-44.21%
Max Drawdown
42months
Recovery Period
1.00$
Initial Capital
January 1985
72.68$
Final Capital
April 2025
11.21%
Yearly Return
14.12%
Std Deviation
-43.27%
Max Drawdown
40months
Recovery Period
1.00$
Initial Capital
January 1985
23.93$
Final Capital
April 2025
8.19%
Yearly Return
14.12%
Std Deviation
-44.21%
Max Drawdown
42months
Recovery Period

As of April 2025, in the previous 30 Years, the Warren Buffett Portfolio obtained a 9.79% compound annual return, with a 13.70% standard deviation. It suffered a maximum drawdown of -45.52% that required 42 months to be recovered.

As of April 2025, in the previous 30 Years, the US Stocks Minimum Volatility Portfolio obtained a 9.86% compound annual return, with a 13.74% standard deviation. It suffered a maximum drawdown of -43.27% that required 40 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.
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Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

Warren Buffett Portfolio
Weight
(%)		 Ticker Name
90.00
VV
Vanguard Large-Cap
10.00
SHY
iShares 1-3 Year Treasury Bond
US Stocks Minimum Volatility Portfolio
Weight
(%)		 Ticker Name
100.00
USMV
iShares Edge MSCI Min Vol USA
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Portfolio Returns as of Apr 30, 2025

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • rebalancing: at every Jan 1st.
  • dividend reinvestment, when applicable.
RETURN COMPARISON
Period: 1 January 1985 - 30 April 2025 (~40 years)
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Return (%) as of Apr 30, 2025
YTD
(4M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~40Y)
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_warren_buffett.webp Warren Buffett Portfolio
Warren Buffett 		-4.28 -0.52 -1.07 11.94 14.13 11.23 9.79 10.92
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_us_author.webp US Stocks Minimum Volatility
-- Market Benchmark 		4.59 -1.20 3.67 16.90 11.25 10.53 9.86 11.21
Return over 1 year are annualized.
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Capital Growth as of Apr 30, 2025

Warren Buffett Portfolio: an investment of 1$, since May 1995, now would be worth 16.48$, with a total return of 1547.55% (9.79% annualized).

US Stocks Minimum Volatility Portfolio: an investment of 1$, since May 1995, now would be worth 16.80$, with a total return of 1580.32% (9.86% annualized).


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Warren Buffett Portfolio: an investment of 1$, since January 1985, now would be worth 65.40$, with a total return of 6439.76% (10.92% annualized).

US Stocks Minimum Volatility Portfolio: an investment of 1$, since January 1985, now would be worth 72.68$, with a total return of 7167.92% (11.21% annualized).


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Portfolio Metrics as of Apr 30, 2025

The following metrics, updated as of 30 April 2025, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON
Period: 1 May 2024 - 30 April 2025 (1 year)
Period: 1 May 2020 - 30 April 2025 (5 years)
Period: 1 May 2015 - 30 April 2025 (10 years)
Period: 1 May 1995 - 30 April 2025 (30 years)
Period: 1 January 1985 - 30 April 2025 (~40 years)
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Warren Buffett Portfolio US Stocks Minimum Volatility
Author Warren Buffett
ASSET ALLOCATION
Stocks 90% 100%
Fixed Income 10% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 11.94
16.90
Infl. Adjusted Return (%) 9.43 14.28
DRAWDOWN
Deepest Drawdown Depth (%) -6.82
-5.66
Start to Recovery (months)
3*
3
Longest Drawdown Depth (%) -6.82
-5.66
Start to Recovery (months)
3*
3
Longest Negative Period (months) 7*
5*
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%)
10.26
10.48
Sharpe Ratio 0.70
1.15
Sortino Ratio 0.93
1.46
Ulcer Index 2.69
1.82
Ratio: Return / Standard Deviation 1.16
1.61
Ratio: Return / Deepest Drawdown 1.75
2.99
Metrics calculated over the period 1 May 2024 - 30 April 2025
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Warren Buffett Portfolio US Stocks Minimum Volatility
Author Warren Buffett
ASSET ALLOCATION
Stocks 90% 100%
Fixed Income 10% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%)
14.13
11.25
Infl. Adjusted Return (%) 9.14 6.38
DRAWDOWN
Deepest Drawdown Depth (%) -23.08
-17.35
Start to Recovery (months)
24
25
Longest Drawdown Depth (%) -23.08
-17.35
Start to Recovery (months)
24
25
Longest Negative Period (months) 28
27
RISK INDICATORS
Standard Deviation (%) 14.68
13.08
Sharpe Ratio
0.79
0.67
Sortino Ratio
1.06
0.91
Ulcer Index 7.97
5.64
Ratio: Return / Standard Deviation
0.96
0.86
Ratio: Return / Deepest Drawdown 0.61
0.65
Metrics calculated over the period 1 May 2020 - 30 April 2025
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Warren Buffett Portfolio US Stocks Minimum Volatility
Author Warren Buffett
ASSET ALLOCATION
Stocks 90% 100%
Fixed Income 10% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%)
11.23
10.53
Infl. Adjusted Return (%) 7.89 7.22
DRAWDOWN
Deepest Drawdown Depth (%) -23.08
-19.06
Start to Recovery (months) 24
10
Longest Drawdown Depth (%) -23.08
-17.35
Start to Recovery (months)
24
25
Longest Negative Period (months) 28
27
RISK INDICATORS
Standard Deviation (%) 13.93
12.42
Sharpe Ratio 0.68
0.71
Sortino Ratio 0.91
0.93
Ulcer Index 6.35
4.96
Ratio: Return / Standard Deviation 0.81
0.85
Ratio: Return / Deepest Drawdown 0.49
0.55
Metrics calculated over the period 1 May 2015 - 30 April 2025
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Warren Buffett Portfolio US Stocks Minimum Volatility
Author Warren Buffett
ASSET ALLOCATION
Stocks 90% 100%
Fixed Income 10% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 9.79
9.86
Infl. Adjusted Return (%) 7.09 7.16
DRAWDOWN
Deepest Drawdown Depth (%) -45.52
-43.27
Start to Recovery (months) 42
40
Longest Drawdown Depth (%) -39.67
-35.36
Start to Recovery (months) 73
59
Longest Negative Period (months) 132
131
RISK INDICATORS
Standard Deviation (%)
13.70
13.74
Sharpe Ratio
0.55
0.55
Sortino Ratio 0.72
0.73
Ulcer Index 12.59
10.61
Ratio: Return / Standard Deviation 0.71
0.72
Ratio: Return / Deepest Drawdown 0.22
0.23
Metrics calculated over the period 1 May 1995 - 30 April 2025
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Warren Buffett Portfolio US Stocks Minimum Volatility
Author Warren Buffett
ASSET ALLOCATION
Stocks 90% 100%
Fixed Income 10% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 10.92
11.21
Infl. Adjusted Return (%) 7.91 8.19
DRAWDOWN
Deepest Drawdown Depth (%) -45.52
-43.27
Start to Recovery (months) 42
40
Longest Drawdown Depth (%) -39.67
-35.36
Start to Recovery (months) 73
59
Longest Negative Period (months) 132
131
RISK INDICATORS
Standard Deviation (%)
13.73
14.12
Sharpe Ratio
0.57
0.57
Sortino Ratio 0.74
0.75
Ulcer Index 11.37
9.91
Ratio: Return / Standard Deviation
0.80
0.79
Ratio: Return / Deepest Drawdown 0.24
0.26
Metrics calculated over the period 1 January 1985 - 30 April 2025
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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 May 1995 - 30 April 2025 (30 years)
Period: 1 January 1985 - 30 April 2025 (~40 years)

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Warren Buffett Portfolio US Stocks Minimum Volatility
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-45.52 42 Nov 2007
Apr 2011
-43.27 40 Nov 2007
Feb 2011
-39.67 73 Sep 2000
Sep 2006
-35.36 59 Sep 2000
Jul 2005
-23.08 24 Jan 2022
Dec 2023
-19.06 10 Feb 2020
Nov 2020
-17.49 6 Feb 2020
Jul 2020
-17.35 25 Jan 2022
Jan 2024
-16.52 5 Jul 1998
Nov 1998
-15.04 10 May 2011
Feb 2012
-13.83 5 Jul 1998
Nov 1998
-12.09 7 Oct 2018
Apr 2019
-11.70 8 May 2011
Dec 2011
-9.14 6 Jul 1999
Dec 1999
-7.73 10 Aug 2015
May 2016

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Warren Buffett Portfolio US Stocks Minimum Volatility
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-45.52 42 Nov 2007
Apr 2011
-43.27 40 Nov 2007
Feb 2011
-39.67 73 Sep 2000
Sep 2006
-35.36 59 Sep 2000
Jul 2005
-30.08 21 Sep 1987
May 1989
-27.35 21 Sep 1987
May 1989
-23.08 24 Jan 2022
Dec 2023
-19.06 10 Feb 2020
Nov 2020
-17.49 6 Feb 2020
Jul 2020
-17.35 25 Jan 2022
Jan 2024
-16.52 5 Jul 1998
Nov 1998
-15.04 10 May 2011
Feb 2012
-14.10 9 Jun 1990
Feb 1991
-13.83 5 Jul 1998
Nov 1998
-12.77 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 January 1985 - 30 April 2025 (~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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Warren Buffett Portfolio US Stocks Minimum Volatility
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2025
 -4.28 -6.82
4.59
-1.80
2024
23.12
-3.67 15.74 -5.66
2023
24.86
-7.55 10.33 -4.29
2022
 -18.29 -23.08
-9.42
-17.35
2021
24.59
-4.32 20.84 -4.99
2020
19.19
-17.49 5.64 -19.06
2019
28.46
-5.73 27.69 -1.61
2018
 -3.84 -12.09
1.36
-7.56
2017
19.83
0.00 18.91 -0.35
2016
10.69
-4.87 10.57 -5.27
2015
 0.96 -7.73
5.45
-5.12
2014
 12.08 -2.97
16.33
-3.04
2013
29.44
-2.62 25.09 -3.26
2012
14.59
-6.10 10.82 -2.17
2011
 1.43 -15.04
12.70
-11.70
2010
14.55
-11.71 14.52 -12.81
2009
24.66
-16.03 18.18 -19.43
2008
 -32.35 -33.45
-25.77
-28.06
2007
6.30
-4.37 4.15 -5.15
2006
 14.32 -2.48
14.77
-3.11
2005
 5.58 -3.97
6.45
-3.39
2004
 9.73 -2.96
14.34
-2.88
2003
25.87
-3.66 19.79 -5.68
2002
 -19.13 -24.82
-15.44
-24.56
2001
 -10.04 -20.31
-7.96
-20.58
2000
 -7.27 -11.55
2.67
-9.24
1999
19.15
-5.59 7.63 -9.14
1998
26.49
-13.83 22.82 -16.52
1997
30.52
-5.15 30.20 -5.47
1996
21.03
-3.99 14.96 -5.24
1995
 34.91 -0.25
36.61
-0.39
1994
1.01
-6.47 0.13 -7.03
1993
 9.53 -2.10
11.82
-2.26
1992
7.36
-2.36 6.42 -2.83
1991
 28.35 -4.14
28.86
-4.68
1990
-2.00
-12.77 -2.01 -14.10
1989
 29.38 -2.30
35.71
-2.13
1988
 15.17 -3.40
15.74
-3.84
1987
4.71
-27.35 3.77 -30.08
1986
 17.29 -7.59
17.36
-8.39
1985
 29.49 -3.46
32.55
-3.71
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